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 | $184,235 | $197,591-6.8% | $177,821+3.6% | $158,922+15.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 6.52% | 58.76%-52.2pp | 48.32%-41.8pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,788 | $6,697-73.3% | $5,918-69.8% | $4,761-62.4% |
| Participant deferral / active EE | $4,282 | $8,405-49.1% | $7,714-44.5% | $5,982-28.4% |
| Admin fee / account holder | $1,895 | $15,399-87.7% | $12,427-84.8% | $11,246-83.2% |