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 | $126,462 | $107,452+17.7% | $91,541+38.1% | $142,382-11.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 4.90% | 22.06%-17.2pp | 20.50%-15.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $289 | $2,994-90.3% | $2,505-88.5% | $4,299-93.3% |
| Participant deferral / active EE | $1,015 | $4,754-78.6% | $4,008-74.7% | $6,507-84.4% |
| Admin fee / account holder | $81,818 | $8,834+826.1% | $6,956+1076.2% | $12,624+548.1% |