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 | $93,029 | $74,888+24.2% | $71,209+30.6% | $142,382-34.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 6.62% | 345.14%-338.5pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,889 | $2,854+1.2% | $2,721+6.2% | $4,299-32.8% |
| Participant deferral / active EE | $2,321 | $4,454-47.9% | $4,175-44.4% | $6,507-64.3% |
| Admin fee / account holder | $16,088 | $5,568+188.9% | $5,349+200.8% | $12,624+27.4% |