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 | $122,750 | $148,534-17.4% | $135,903-9.7% | $139,434-12.0% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 9.40% | 79.19%-69.8pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $3,044 | $5,243-41.9% | $4,856-37.3% | $4,751-35.9% |
| Participant deferral / active EE | $7,366 | $8,100-9.1% | $7,758-5.0% | $6,710+9.8% |
| Admin fee / account holder | $47,342 | $12,400+281.8% | $10,762+339.9% | $11,403+315.2% |