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 | $143,682 | $148,534-3.3% | $135,903+5.7% | $139,434+3.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.35% | 79.19%-69.8pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,273 | $5,243-37.6% | $4,856-32.6% | $4,751-31.1% |
| Participant deferral / active EE | $14,833 | $8,100+83.1% | $7,758+91.2% | $6,710+121.1% |
| Admin fee / account holder | $122,532 | $12,400+888.2% | $10,762+1038.6% | $11,403+974.6% |