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 | $94,210 | $85,766+9.8% | $136,294-30.9% | $70,131+34.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 13.22% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,912 | $2,966-1.8% | $4,695-38.0% | $2,342+24.3% |
| Participant deferral / active EE | $5,976 | $5,051+18.3% | $6,247-4.3% | $3,332+79.4% |
| Admin fee / account holder | $1,057 | $5,420-80.5% | $9,243-88.6% | $4,645-77.3% |