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 | $120,715 | $74,888+61.2% | $71,209+69.5% | $142,382-15.2% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.1%-27.9pp |
| Annual return | 12.07% | 345.14%-333.1pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,089 | $4,454-53.1% | $4,175-50.0% | $6,507-67.9% |
| Admin fee / account holder | $8,483 | $5,568+52.3% | $5,349+58.6% | $12,624-32.8% |