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 | $241,020 | $79,944+201.5% | $98,439+144.8% | $75,163+220.7% |
| Participation rate | 58.6% | 70.4%-11.7pp | 75.2%-16.5pp | 67.2%-8.6pp |
| Annual return | 12.69% | 19.75%-7.1pp | 21.16%-8.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $987 | $2,264-56.4% | $3,048-67.6% | $2,670-63.0% |
| Participant deferral / active EE | $5,783 | $3,752+54.1% | $4,738+22.1% | $4,125+40.2% |
| Admin fee / account holder | $1,663 | $6,840-75.7% | $8,948-81.4% | $5,651-70.6% |