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 | $147,510 | $107,334+37.4% | $92,893+58.8% | $152,861-3.5% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.4%-17.7pp |
| Annual return | 11.26% | 145.58%-134.3pp | 109.41%-98.2pp | 345.32%-334.1pp |
| Employer contribution / active EE | $831 | $4,221-80.3% | $3,653-77.3% | $4,762-82.6% |
| Participant deferral / active EE | $4,099 | $4,845-15.4% | $4,236-3.2% | $5,850-29.9% |
| Admin fee / account holder | $2,087 | $7,079-70.5% | $5,794-64.0% | $11,596-82.0% |