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 | $122,724 | $79,944+53.5% | $98,439+24.7% | $75,163+63.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 12.68% | 19.75%-7.1pp | 21.16%-8.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,386 | $2,264+5.4% | $3,048-21.7% | $2,670-10.6% |
| Participant deferral / active EE | $4,913 | $3,752+30.9% | $4,738+3.7% | $4,125+19.1% |
| Admin fee / account holder | $25,167 | $6,840+268.0% | $8,948+181.3% | $5,651+345.4% |