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 | $120,136 | $74,927+60.3% | $101,794+18.0% | $84,808+41.7% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.2%0pp | 68.3%+0.9pp |
| Annual return | 8.22% | 18.70%-10.5pp | 30.53%-22.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $5,851 | $1,522+284.5% | $2,289+155.6% | $2,631+122.4% |
| Participant deferral / active EE | $3,218 | $3,099+3.8% | $4,084-21.2% | $4,212-23.6% |
| Admin fee / account holder | $52,211 | $6,514+701.5% | $8,777+494.9% | $7,344+611.0% |