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 | $178,636 | $117,841+51.6% | $102,423+74.4% | $145,922+22.4% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 8.24% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,342 | $3,615-62.9% | $3,023-55.6% | $4,660-71.2% |
| Participant deferral / active EE | $4,671 | $5,731-18.5% | $5,053-7.6% | $6,688-30.2% |
| Admin fee / account holder | $8,542 | $13,326-35.9% | $9,451-9.6% | $13,397-36.2% |