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 | $119,049 | $78,520+51.6% | $96,576+23.3% | $82,448+44.4% |
| Participation rate | 57.1% | 77.7%-20.6pp | 81.4%-24.3pp | 68.1%-10.9pp |
| Annual return | 13.62% | 41.30%-27.7pp | 38.47%-24.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,965 | $2,630-25.3% | $3,553-44.7% | $2,551-23.0% |
| Participant deferral / active EE | $3,918 | $6,754-42.0% | $7,956-50.8% | $4,139-5.3% |
| Admin fee / account holder | $32,375 | $13,455+140.6% | $11,381+184.5% | $7,234+347.5% |