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 | $125,571 | $98,750+27.2% | $149,696-16.1% | $79,858+57.2% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.5%-18.4pp | 69.6%-5.6pp |
| Annual return | 12.12% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,794 | $5,680-15.6% | $6,842-29.9% | $3,740+28.2% |
| Admin fee / account holder | $1,052 | $6,053-82.6% | $9,309-88.7% | $5,306-80.2% |