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 | $92,681 | $137,414-32.6% | $189,513-51.1% | $85,850+8.0% |
| Participation rate | 69.2% | 84.6%-15.4pp | 87.8%-18.6pp | 69.3%-0.1pp |
| Annual return | 5.12% | 38.14%-33.0pp | 555.15%-550.0pp | 318.53%-313.4pp |
| Employer contribution / active EE | $3,707 | $4,344-14.7% | $6,162-39.8% | $2,565+44.5% |
| Participant deferral / active EE | $7,390 | $6,260+18.0% | $8,221-10.1% | $3,952+87.0% |
| Admin fee / account holder | $5,769 | $8,630-33.1% | $12,045-52.1% | $6,260-7.8% |