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 | $31,310+237.2% | $53,898+95.9% | $74,304+42.1% |
| Participation rate | 16.2% | 30.7%-14.5pp | 55.0%-38.8pp | 60.3%-44.2pp |
| Annual return | 12.38% | 23.16%-10.8pp | 528.60%-516.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $600 | $450+33.4% | $932-35.6% | $2,241-73.2% |
| Participant deferral / active EE | $1,192 | $934+27.6% | $1,826-34.7% | $3,767-68.4% |
| Admin fee / account holder | $22,434 | $2,175+931.3% | $2,491+800.7% | $2,969+655.6% |