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 | $126,721 | $172,111-26.4% | $150,298-15.7% | $137,256-7.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 9.73% | 69.37%-59.6pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,743 | $4,636-40.8% | $4,154-34.0% | $4,156-34.0% |
| Participant deferral / active EE | $6,618 | $6,166+7.3% | $5,453+21.4% | $6,407+3.3% |
| Admin fee / account holder | $436 | $16,471-97.4% | $14,116-96.9% | $12,270-96.4% |