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 | $111,886 | $214,378-47.8% | $200,582-44.2% | $142,382-21.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 7.57% | 46.41%-38.8pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,622 | $6,841-61.7% | $6,419-59.2% | $4,299-39.0% |
| Participant deferral / active EE | $5,697 | $9,865-42.3% | $9,331-38.9% | $6,507-12.5% |
| Admin fee / account holder | $124,261 | $17,692+602.4% | $16,305+662.1% | $12,624+884.3% |