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 | $105,977 | $78,672+34.7% | $109,143-2.9% | $85,850+23.4% |
| Participation rate | 57.1% | 68.3%-11.1pp | 75.9%-18.7pp | 69.3%-12.2pp |
| Annual return | 7.18% | 25.09%-17.9pp | 25.75%-18.6pp | 318.53%-311.4pp |
| Employer contribution / active EE | $1,167 | $2,735-57.3% | $3,722-68.7% | $2,565-54.5% |
| Participant deferral / active EE | $3,215 | $3,467-7.3% | $4,653-30.9% | $3,952-18.6% |
| Admin fee / account holder | $2,731 | $5,469-50.1% | $6,752-59.5% | $6,260-56.4% |