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 | $234,131 | $99,985+134.2% | $146,665+59.6% | $85,850+172.7% |
| Participation rate | 68.0% | 73.1%-5.1pp | 80.1%-12.1pp | 69.3%-1.3pp |
| Annual return | 10.33% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $4,379 | $2,559+71.1% | $4,136+5.9% | $2,565+70.7% |
| Participant deferral / active EE | $7,501 | $4,006+87.3% | $5,506+36.2% | $3,952+89.8% |
| Admin fee / account holder | $74,558 | $7,702+868.0% | $10,280+625.3% | $6,260+1091.1% |