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 | $164,062 | $89,753+82.8% | $107,525+52.6% | $84,808+93.5% |
| Participation rate | 64.6% | 68.1%-3.5pp | 75.1%-10.5pp | 68.3%-3.7pp |
| Annual return | 12.07% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,349 | $3,113-24.5% | $3,754-37.4% | $2,631-10.7% |
| Participant deferral / active EE | $4,014 | $4,056-1.0% | $5,116-21.5% | $4,212-4.7% |
| Admin fee / account holder | $12,459 | $7,222+72.5% | $8,919+39.7% | $7,344+69.6% |