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 | $114,554 | $54,705+109.4% | $71,209+60.9% | $84,808+35.1% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 11.66% | 35.90%-24.2pp | 282.51%-270.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,428 | $2,158-33.8% | $2,721-47.5% | $2,631-45.7% |
| Participant deferral / active EE | $1,467 | $3,030-51.6% | $4,175-64.9% | $4,212-65.2% |
| Admin fee / account holder | $2,923 | $4,863-39.9% | $5,349-45.3% | $7,344-60.2% |