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 | $76,726 | $74,888+2.5% | $71,209+7.7% | $142,382-46.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 12.46% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,816 | $2,854+33.7% | $2,721+40.3% | $4,299-11.2% |
| Participant deferral / active EE | $4,898 | $4,454+10.0% | $4,175+17.3% | $6,507-24.7% |
| Admin fee / account holder | $38,595 | $5,568+593.1% | $5,349+621.6% | $12,624+205.7% |