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 | $190,903 | $214,378-11.0% | $200,582-4.8% | $142,382+34.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 9.04% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $7,284 | $6,841+6.5% | $6,419+13.5% | $4,299+69.4% |
| Participant deferral / active EE | $16,667 | $9,865+69.0% | $9,331+78.6% | $6,507+156.1% |
| Admin fee / account holder | $219,588 | $17,692+1141.2% | $16,305+1246.8% | $12,624+1639.5% |