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 | $111,635 | $93,571+19.3% | $135,903-17.9% | $75,163+48.5% |
| Participation rate | 68.3% | 75.2%-6.9pp | 81.9%-13.6pp | 67.2%+1.1pp |
| Annual return | 13.77% | 30.90%-17.1pp | 68.23%-54.5pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,470 | $3,537-58.4% | $4,856-69.7% | $2,670-44.9% |
| Participant deferral / active EE | $4,488 | $6,404-29.9% | $7,758-42.1% | $4,125+8.8% |
| Admin fee / account holder | $12,404 | $6,975+77.8% | $10,762+15.3% | $5,651+119.5% |