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 | $188,086 | $148,534+26.6% | $135,903+38.4% | $139,434+34.9% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 11.49% | 79.19%-67.7pp | 68.23%-56.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,541 | $5,243-51.5% | $4,856-47.7% | $4,751-46.5% |
| Participant deferral / active EE | $5,198 | $8,100-35.8% | $7,758-33.0% | $6,710-22.5% |
| Admin fee / account holder | $30,269 | $12,400+144.1% | $10,762+181.3% | $11,403+165.5% |