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 | $123,174 | $63,346+94.4% | $92,233+33.5% | $70,131+75.6% |
| Participation rate | 57.4% | 68.7%-11.2pp | 76.5%-19.0pp | 69.5%-12.1pp |
| Annual return | 10.01% | 530.12%-520.1pp | 176.28%-166.3pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,128 | $2,471-13.9% | $3,679-42.2% | $2,342-9.2% |
| Participant deferral / active EE | $1,694 | $2,854-40.6% | $3,897-56.5% | $3,332-49.1% |
| Admin fee / account holder | $14,126 | $3,840+267.8% | $5,194+172.0% | $4,645+204.1% |