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 10-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 | $82,450 | $34,934+136.0% | $56,411+46.2% | $74,495+10.7% |
| Participation rate | 67.0% | 32.8%+34.1pp | 52.5%+14.5pp | 67.2%-0.2pp |
| Annual return | 8.80% | 25.94%-17.1pp | 1701.33%-1692.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,165 | $609+255.4% | $1,039+108.4% | $2,623-17.5% |
| Participant deferral / active EE | $3,753 | $1,170+220.7% | $1,952+92.3% | $4,346-13.6% |
| Admin fee / account holder | $7,261 | $2,364+207.2% | $2,829+156.7% | $1,942+273.9% |