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 | $189,313 | $35,183+438.1% | $73,545+157.4% | $70,131+169.9% |
| Participation rate | 2.5% | 42.9%-40.4pp | 54.9%-52.4pp | 69.5%-67.0pp |
| Annual return | 8.03% | 26.90%-18.9pp | -15.16%+23.2pp | 73.14%-65.1pp |
| Employer contribution / active EE | $354 | $709-50.1% | $1,219-71.0% | $2,342-84.9% |
| Participant deferral / active EE | $986 | $1,220-19.2% | $1,806-45.4% | $3,332-70.4% |
| Admin fee / account holder | $4,738 | $2,302+105.8% | $2,320+104.3% | $4,645+2.0% |