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 | $220,558 | $185,822+18.7% | $169,993+29.7% | $139,434+58.2% |
| Participation rate | 53.8% | 87.8%-33.9pp | 87.0%-33.2pp | 80.3%-26.5pp |
| Annual return | 7.29% | 60.50%-53.2pp | 53.37%-46.1pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,856 | $7,590-75.6% | $6,785-72.7% | $4,751-60.9% |
| Participant deferral / active EE | $4,410 | $11,622-62.1% | $10,408-57.6% | $6,710-34.3% |
| Admin fee / account holder | $3,047 | $15,381-80.2% | $12,815-76.2% | $11,403-73.3% |