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 | $170,003 | $148,534+14.5% | $135,903+25.1% | $139,434+21.9% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 3.64% | 79.19%-75.6pp | 68.23%-64.6pp | 372.94%-369.3pp |
| Employer contribution / active EE | $2,259 | $5,243-56.9% | $4,856-53.5% | $4,751-52.5% |
| Participant deferral / active EE | $5,969 | $8,100-26.3% | $7,758-23.1% | $6,710-11.0% |
| Admin fee / account holder | $5,806 | $12,400-53.2% | $10,762-46.1% | $11,403-49.1% |