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 5-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 | $104,201 | $68,547+52.0% | $120,354-13.4% | $80,856+28.9% |
| Participation rate | 61.1% | 61.6%-0.5pp | 71.9%-10.8pp | 67.6%-6.5pp |
| Annual return | 9.93% | 23.60%-13.7pp | 107.15%-97.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,836 | $2,051-10.5% | $3,463-47.0% | $2,755-33.4% |
| Participant deferral / active EE | $4,839 | $3,173+52.5% | $4,991-3.1% | $4,296+12.6% |
| Admin fee / account holder | $3,444 | $5,732-39.9% | $9,423-63.4% | $6,918-50.2% |