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 | $167,628 | $140,940+18.9% | $112,229+49.4% | $139,434+20.2% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 1.99% | 32.71%-30.7pp | 30.20%-28.2pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,061 | $4,283-51.9% | $3,430-39.9% | $4,751-56.6% |
| Participant deferral / active EE | $5,995 | $5,874+2.1% | $4,798+24.9% | $6,710-10.7% |
| Admin fee / account holder | $1,454 | $9,954-85.4% | $7,748-81.2% | $11,403-87.3% |