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 | $153,677 | $89,753+71.2% | $107,525+42.9% | $84,808+81.2% |
| Participation rate | 65.4% | 68.1%-2.7pp | 75.1%-9.7pp | 68.3%-2.9pp |
| Annual return | 5.28% | 29.48%-24.2pp | 181.32%-176.0pp | 40.90%-35.6pp |
| Employer contribution / active EE | $1,452 | $3,113-53.4% | $3,754-61.3% | $2,631-44.8% |
| Participant deferral / active EE | $3,498 | $4,056-13.8% | $5,116-31.6% | $4,212-16.9% |
| Admin fee / account holder | $8,215 | $7,222+13.7% | $8,919-7.9% | $7,344+11.9% |