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 | $119,698 | $89,753+33.4% | $107,525+11.3% | $84,808+41.1% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 11.32% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,085 | $3,113-0.9% | $3,754-17.8% | $2,631+17.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $585 | $7,222-91.9% | $8,919-93.4% | $7,344-92.0% |