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 | $153,077 | $106,890+43.2% | $84,015+82.2% | $152,861+0.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 7.28% | 104.99%-97.7pp | 71.31%-64.0pp | 345.32%-338.0pp |
| Employer contribution / active EE | $5,045 | $2,734+84.5% | $1,983+154.4% | $4,762+5.9% |
| Participant deferral / active EE | $6,250 | $4,011+55.8% | $3,239+93.0% | $5,850+6.8% |
| Admin fee / account holder | $7,180 | $8,285-13.3% | $6,101+17.7% | $11,596-38.1% |