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 | $127,206 | $107,334+18.5% | $92,893+36.9% | $152,861-16.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 5.45% | 145.58%-140.1pp | 109.41%-104.0pp | 345.32%-339.9pp |
| Employer contribution / active EE | $2,052 | $4,221-51.4% | $3,653-43.8% | $4,762-56.9% |
| Participant deferral / active EE | $6,221 | $4,845+28.4% | $4,236+46.8% | $5,850+6.3% |
| Admin fee / account holder | $1,341 | $7,079-81.1% | $5,794-76.9% | $11,596-88.4% |