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 | $90,967 | $89,753+1.4% | $107,525-15.4% | $84,808+7.3% |
| Participation rate | 57.1% | 68.1%-10.9pp | 75.1%-17.9pp | 68.3%-11.2pp |
| Annual return | 9.12% | 29.48%-20.4pp | 181.32%-172.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,198 | $3,113-29.4% | $3,754-41.4% | $2,631-16.5% |
| Participant deferral / active EE | $5,486 | $4,056+35.3% | $5,116+7.2% | $4,212+30.3% |
| Admin fee / account holder | $24,558 | $7,222+240.0% | $8,919+175.4% | $7,344+234.4% |