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 | $191,968 | $197,591-2.8% | $177,821+8.0% | $158,922+20.8% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.7%-26.6pp | 82.0%-20.8pp |
| Annual return | 4.65% | 58.76%-54.1pp | 48.32%-43.7pp | 302.83%-298.2pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,896 | $8,405-18.0% | $7,714-10.6% | $5,982+15.3% |
| Admin fee / account holder | $1,137 | $15,399-92.6% | $12,427-90.9% | $11,246-89.9% |