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 | $178,643 | $65,365+173.3% | $92,893+92.3% | $72,985+144.8% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 3.76% | 42.10%-38.3pp | 109.41%-105.7pp | 81.00%-77.2pp |
| Employer contribution / active EE | $2,269 | $2,594-12.5% | $3,653-37.9% | $2,440-7.0% |
| Participant deferral / active EE | $5,387 | $3,128+72.2% | $4,236+27.2% | $3,607+49.3% |
| Admin fee / account holder | $1,673 | $4,251-60.6% | $5,794-71.1% | $5,124-67.4% |