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 | $121,870 | $144,119-15.4% | $117,854+3.4% | $147,584-17.4% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 7.03% | 531.15%-524.1pp | 335.08%-328.0pp | 578.55%-571.5pp |
| Employer contribution / active EE | $3,034 | $4,896-38.0% | $3,786-19.9% | $4,876-37.8% |
| Participant deferral / active EE | $3,184 | $5,316-40.1% | $4,482-29.0% | $5,439-41.5% |
| Admin fee / account holder | $1,299 | $10,886-88.1% | $8,020-83.8% | $10,885-88.1% |