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 | $108,035 | $53,127+103.4% | $86,590+24.8% | $70,131+54.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 8.21% | 27.66%-19.4pp | 964.84%-956.6pp | 73.14%-64.9pp |
| Employer contribution / active EE | $2,616 | $2,068+26.5% | $2,839-7.9% | $2,342+11.7% |
| Participant deferral / active EE | $2,313 | $2,696-14.2% | $3,609-35.9% | $3,332-30.6% |
| Admin fee / account holder | $1,608 | $3,585-55.1% | $4,906-67.2% | $4,645-65.4% |