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 | $90,242 | $115,882-22.1% | $100,516-10.2% | $158,922-43.2% |
| Participation rate | 60.9% | 81.6%-20.7pp | 79.4%-18.5pp | 82.0%-21.1pp |
| Annual return | 7.11% | 34.79%-27.7pp | 30.89%-23.8pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,550 | $4,103-37.9% | $3,418-25.4% | $4,761-46.5% |
| Participant deferral / active EE | $4,043 | $6,674-39.4% | $6,270-35.5% | $5,982-32.4% |
| Admin fee / account holder | $23,003 | $10,995+109.2% | $8,081+184.7% | $11,246+104.6% |