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 | $227,741 | $30,400+649.1% | $53,898+322.5% | $84,808+168.5% |
| Participation rate | 40.4% | 46.4%-6.1pp | 55.0%-14.6pp | 68.3%-27.9pp |
| Annual return | 10.13% | 500.19%-490.1pp | 528.60%-518.5pp | 40.90%-30.8pp |
| Employer contribution / active EE | $661 | $603+9.7% | $932-29.0% | $2,631-74.9% |
| Participant deferral / active EE | $2,507 | $1,199+109.2% | $1,826+37.3% | $4,212-40.5% |
| Admin fee / account holder | $2,416 | $1,993+21.2% | $2,491-3.0% | $7,344-67.1% |