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 | $165,120 | $179,726-8.1% | $156,263+5.7% | $142,382+16.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 9.52% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,118 | $5,069-18.8% | $4,333-5.0% | $4,299-4.2% |
| Participant deferral / active EE | $14,463 | $6,956+107.9% | $6,158+134.8% | $6,507+122.3% |
| Admin fee / account holder | $468,223 | $17,272+2610.8% | $14,255+3184.7% | $12,624+3609.1% |