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 | $82,619 | $54,517+51.5% | $75,972+8.7% | $74,495+10.9% |
| Participation rate | 41.4% | 60.3%-18.9pp | 69.1%-27.6pp | 67.2%-25.8pp |
| Annual return | 10.41% | 31.82%-21.4pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,366 | $1,777-23.1% | $2,685-49.1% | $2,623-47.9% |
| Participant deferral / active EE | $2,231 | $3,066-27.2% | $4,255-47.6% | $4,346-48.7% |
| Admin fee / account holder | $12,581 | $2,229+464.5% | $6,467+94.5% | $1,942+547.9% |