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 | $153,537 | $24,733+520.8% | $69,647+120.4% | $74,495+106.1% |
| Participation rate | 22.2% | 63.5%-41.3pp | 66.5%-44.2pp | 67.2%-45.0pp |
| Annual return | 11.18% | 18.55%-7.4pp | 100.48%-89.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $748 | $1,001-25.3% | $1,712-56.3% | $2,623-71.5% |
| Participant deferral / active EE | $1,723 | $1,901-9.3% | $2,886-40.3% | $4,346-60.3% |
| Admin fee / account holder | $7,328 | $1,892+287.4% | $4,713+55.5% | $1,942+277.4% |