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 | $113,590 | $54,705+107.6% | $71,209+59.5% | $84,808+33.9% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.8%-9.8pp | 68.3%-4.3pp |
| Annual return | 3.15% | 35.90%-32.8pp | 282.51%-279.4pp | 40.90%-37.7pp |
| Employer contribution / active EE | $2,868 | $2,158+32.9% | $2,721+5.4% | $2,631+9.0% |
| Participant deferral / active EE | $4,449 | $3,030+46.8% | $4,175+6.6% | $4,212+5.6% |
| Admin fee / account holder | $11,644 | $4,863+139.4% | $5,349+117.7% | $7,344+58.6% |