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 | $136,787 | $58,208+135.0% | $81,812+67.2% | $80,856+69.2% |
| Participation rate | 58.1% | 63.4%-5.3pp | 72.3%-14.2pp | 67.6%-9.5pp |
| Annual return | 9.45% | 41.66%-32.2pp | 773.79%-764.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,173 | $3,281+57.7% | $4,319+19.8% | $4,296+20.4% |
| Admin fee / account holder | $838 | $4,981-83.2% | $7,386-88.7% | $6,918-87.9% |