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 | $86,373 | $58,208+48.4% | $81,812+5.6% | $80,856+6.8% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 9.83% | 41.66%-31.8pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,042 | $2,340+72.7% | $2,912+38.8% | $2,755+46.7% |
| Participant deferral / active EE | $2,944 | $3,281-10.3% | $4,319-31.8% | $4,296-31.5% |
| Admin fee / account holder | $10,237 | $4,981+105.5% | $7,386+38.6% | $6,918+48.0% |