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 | $130,737 | $60,892+114.7% | $82,389+58.7% | $84,808+54.2% |
| Participation rate | 37.5% | 63.3%-25.8pp | 69.5%-32.0pp | 68.3%-30.8pp |
| Annual return | 10.96% | 37.29%-26.3pp | 28.67%-17.7pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,066 | $1,779-40.1% | $2,517-57.7% | $2,631-59.5% |
| Participant deferral / active EE | $1,713 | $3,179-46.1% | $4,155-58.8% | $4,212-59.3% |
| Admin fee / account holder | $13,304 | $5,467+143.3% | $7,231+84.0% | $7,344+81.2% |