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 | $244,763 | $118,919+105.8% | $88,538+176.5% | $152,861+60.1% |
| Participation rate | 22.2% | 73.4%-51.2pp | 68.7%-46.5pp | 82.4%-60.2pp |
| Annual return | 7.02% | 47.92%-40.9pp | 43.64%-36.6pp | 345.32%-338.3pp |
| Employer contribution / active EE | $607 | $2,669-77.3% | $2,098-71.1% | $4,762-87.3% |
| Participant deferral / active EE | $4,222 | $3,549+19.0% | $2,914+44.9% | $5,850-27.8% |
| Admin fee / account holder | $459 | $5,876-92.2% | $4,310-89.4% | $11,596-96.0% |