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 | $119,846 | $51,175+134.2% | $70,515+70.0% | $75,163+59.4% |
| Participation rate | 49.4% | 60.9%-11.6pp | 68.3%-19.0pp | 67.2%-17.8pp |
| Annual return | 12.95% | 30.02%-17.1pp | 32.77%-19.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,589 | $1,826-13.0% | $2,973-46.6% | $2,670-40.5% |
| Participant deferral / active EE | $3,469 | $2,849+21.7% | $4,567-24.0% | $4,125-15.9% |
| Admin fee / account holder | $15,653 | $4,091+282.7% | $6,412+144.1% | $5,651+177.0% |