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 | $146,122 | $37,426+290.4% | $77,482+88.6% | $79,858+83.0% |
| Participation rate | 26.9% | 41.5%-14.6pp | 54.2%-27.3pp | 69.6%-42.7pp |
| Annual return | 0.68% | 39.70%-39.0pp | 54.79%-54.1pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,466 | $637+444.3% | $986+251.3% | $2,471+40.3% |
| Participant deferral / active EE | $4,244 | $1,260+236.8% | $1,861+128.0% | $3,740+13.5% |
| Admin fee / account holder | $51,265 | $2,504+1947.3% | $2,858+1693.9% | $5,306+866.1% |