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 | $232,422 | $89,753+159.0% | $107,525+116.2% | $84,808+174.1% |
| Participation rate | 65.6% | 68.1%-2.4pp | 75.1%-9.4pp | 68.3%-2.7pp |
| Annual return | 10.68% | 29.48%-18.8pp | 181.32%-170.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,436 | $3,113+10.4% | $3,754-8.5% | $2,631+30.6% |
| Participant deferral / active EE | $8,298 | $4,056+104.6% | $5,116+62.2% | $4,212+97.0% |
| Admin fee / account holder | $3,780 | $7,222-47.7% | $8,919-57.6% | $7,344-48.5% |