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 | $80,694 | $27,915+189.1% | $58,482+38.0% | $75,163+7.4% |
| Participation rate | 27.9% | 38.8%-11.0pp | 50.9%-23.0pp | 67.2%-39.3pp |
| Annual return | 14.39% | 44.20%-29.8pp | 4239.32%-4224.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $607 | $669-9.2% | $1,053-42.3% | $2,670-77.2% |
| Participant deferral / active EE | $1,700 | $1,201+41.5% | $1,924-11.6% | $4,125-58.8% |
| Admin fee / account holder | $1,611 | $1,726-6.6% | $2,516-36.0% | $5,651-71.5% |