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 | $188,061 | $80,968+132.3% | $96,544+94.8% | $75,163+150.2% |
| Participation rate | 28.9% | 71.8%-42.9pp | 76.0%-47.0pp | 67.2%-38.3pp |
| Annual return | 9.27% | 27.06%-17.8pp | 25.84%-16.6pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,570 | $2,282-31.2% | $2,965-47.0% | $2,670-41.2% |
| Participant deferral / active EE | $2,524 | $3,928-35.7% | $4,851-48.0% | $4,125-38.8% |
| Admin fee / account holder | $1,751 | $6,724-74.0% | $8,252-78.8% | $5,651-69.0% |