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 7-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 | $123,119 | $29,319+319.9% | $52,425+134.8% | $82,448+49.3% |
| Participation rate | 31.7% | 46.9%-15.1pp | 55.6%-23.9pp | 68.1%-36.4pp |
| Annual return | 14.41% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $727 | $586+23.9% | $914-20.5% | $2,551-71.5% |
| Participant deferral / active EE | $2,306 | $1,171+96.9% | $1,790+28.8% | $4,139-44.3% |
| Admin fee / account holder | $2,487 | $1,962+26.8% | $2,495-0.3% | $7,234-65.6% |