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 | $139,454 | $228,332-38.9% | $185,823-25.0% | $158,922-12.3% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 3.23% | 40.80%-37.6pp | 35.95%-32.7pp | 302.83%-299.6pp |
| Employer contribution / active EE | $5,567 | $4,967+12.1% | $4,087+36.2% | $4,761+16.9% |
| Participant deferral / active EE | $10,927 | $6,415+70.3% | $5,632+94.0% | $5,982+82.7% |
| Admin fee / account holder | $3,041 | $11,864-74.4% | $9,500-68.0% | $11,246-73.0% |