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 | $103,669 | $53,516+93.7% | $126,539-18.1% | $84,808+22.2% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 10.51% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,417 | $1,535-7.7% | $3,674-61.4% | $2,631-46.1% |
| Participant deferral / active EE | $2,575 | $2,671-3.6% | $4,083-36.9% | $4,212-38.9% |
| Admin fee / account holder | $35,030 | $4,497+679.0% | $6,065+477.6% | $7,344+377.0% |