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 | $180,186 | $89,753+100.8% | $107,525+67.6% | $84,808+112.5% |
| Participation rate | 57.9% | 68.1%-10.2pp | 75.1%-17.2pp | 68.3%-10.4pp |
| Annual return | 8.01% | 29.48%-21.5pp | 181.32%-173.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $2,108 | $3,113-32.3% | $3,754-43.8% | $2,631-19.9% |
| Participant deferral / active EE | $4,329 | $4,056+6.7% | $5,116-15.4% | $4,212+2.8% |
| Admin fee / account holder | $8,341 | $7,222+15.5% | $8,919-6.5% | $7,344+13.6% |