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 | $113,915 | $111,535+2.1% | $105,223+8.3% | $137,256-17.0% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.0%-53.6pp | 80.0%-58.5pp |
| Annual return | 7.14% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,174 | $3,939-70.2% | $3,689-68.2% | $4,156-71.7% |
| Participant deferral / active EE | $1,552 | $5,500-71.8% | $5,072-69.4% | $6,407-75.8% |
| Admin fee / account holder | $37,665 | $9,721+287.4% | $8,859+325.2% | $12,270+207.0% |