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 | $127,273 | $100,970+26.1% | $96,576+31.8% | $137,256-7.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 3.13% | 38.16%-35.0pp | 38.47%-35.3pp | 220.34%-217.2pp |
| Employer contribution / active EE | $3,467 | $3,809-9.0% | $3,553-2.4% | $4,156-16.6% |
| Participant deferral / active EE | $4,333 | $8,286-47.7% | $7,956-45.5% | $6,407-32.4% |
| Admin fee / account holder | $14,180 | $11,312+25.4% | $11,381+24.6% | $12,270+15.6% |