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 | $197,048 | $209,336-5.9% | $197,1240% | $137,256+43.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 8.75% | 48.09%-39.3pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $10,000 | $6,591+51.7% | $6,227+60.6% | $4,156+140.6% |
| Participant deferral / active EE | $16,419 | $9,614+70.8% | $9,135+79.7% | $6,407+156.3% |
| Admin fee / account holder | $154,256 | $17,308+791.3% | $16,298+846.5% | $12,270+1157.2% |