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 | $114,217 | $159,934-28.6% | $147,005-22.3% | $145,959-21.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.28% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $17,954 | $5,287+239.6% | $4,934+263.9% | $4,661+285.2% |
| Participant deferral / active EE | $19,894 | $8,427+136.1% | $8,070+146.5% | $6,689+197.4% |
| Admin fee / account holder | $119,968 | $15,053+696.9% | $13,006+822.4% | $13,398+795.4% |