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 | $113,219 | $85,766+32.0% | $136,294-16.9% | $70,131+61.4% |
| Participation rate | 65.9% | 74.2%-8.3pp | 81.9%-16.1pp | 69.5%-3.7pp |
| Annual return | 9.65% | 31.45%-21.8pp | 5155.94%-5146.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $818 | $2,966-72.4% | $4,695-82.6% | $2,342-65.1% |
| Participant deferral / active EE | $5,085 | $5,051+0.7% | $6,247-18.6% | $3,332+52.6% |
| Admin fee / account holder | $2,823 | $5,420-47.9% | $9,243-69.5% | $4,645-39.2% |