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 | $105,570 | $29,051+263.4% | $52,425+101.4% | $67,986+55.3% |
| Participation rate | 16.2% | 30.4%-14.2pp | 55.6%-39.4pp | 57.2%-41.0pp |
| Annual return | 12.38% | 24.00%-11.6pp | 302.12%-289.7pp | 31.67%-19.3pp |
| Employer contribution / active EE | $600 | $412+45.7% | $914-34.4% | $2,019-70.3% |
| Participant deferral / active EE | $1,192 | $873+36.5% | $1,790-33.4% | $3,358-64.5% |
| Admin fee / account holder | $22,434 | $2,113+961.9% | $2,495+799.2% | $3,203+600.4% |