See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,271 | $73,933+149.2% | $96,683+90.6% | $75,163+145.2% |
| Participation rate | 40.7% | 66.4%-25.7pp | 74.3%-33.6pp | 67.2%-26.5pp |
| Annual return | 9.14% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,845 | $3,659+32.4% | $4,878-0.7% | $4,125+17.4% |
| Admin fee / account holder | $43,131 | $5,216+726.9% | $6,730+540.9% | $5,651+663.3% |