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 | $198,864 | $177,572+12.0% | $154,803+28.5% | $142,382+39.7% |
| Participation rate | 38.1% | 82.1%-44.0pp | 78.1%-40.0pp | 80.1%-42.0pp |
| Annual return | 10.12% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,992 | $4,810+3.8% | $4,305+15.9% | $4,299+16.1% |
| Participant deferral / active EE | $2,899 | $6,272-53.8% | $5,540-47.7% | $6,507-55.4% |
| Admin fee / account holder | $686 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |