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 | $164,260 | $86,944+88.9% | $107,525+52.8% | $74,304+121.1% |
| Participation rate | 44.2% | 59.6%-15.4pp | 75.1%-30.9pp | 60.3%-16.2pp |
| Annual return | 9.63% | 23.52%-13.9pp | 181.32%-171.7pp | 29.43%-19.8pp |
| Employer contribution / active EE | $1,816 | $2,757-34.1% | $3,754-51.6% | $2,241-19.0% |
| Participant deferral / active EE | $2,415 | $3,554-32.1% | $5,116-52.8% | $3,767-35.9% |
| Admin fee / account holder | $42,590 | $3,727+1042.9% | $8,919+377.5% | $2,969+1334.6% |