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 | $208,190 | $176,662+17.8% | $130,648+59.4% | $152,861+36.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 5.03% | 2692.24%-2687.2pp | 1708.96%-1703.9pp | 345.32%-340.3pp |
| Employer contribution / active EE | $801 | $5,742-86.0% | $4,092-80.4% | $4,762-83.2% |
| Participant deferral / active EE | $5,918 | $4,361+35.7% | $3,603+64.3% | $5,850+1.2% |
| Admin fee / account holder | $14,286 | $7,133+100.3% | $5,464+161.4% | $11,596+23.2% |