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 | $106,736 | $108,919-2.0% | $100,391+6.3% | $145,922-26.9% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 7.72% | 57.88%-50.2pp | 49.20%-41.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,103 | $4,419-52.4% | $3,942-46.7% | $4,660-54.9% |
| Participant deferral / active EE | $7,587 | $8,445-10.2% | $8,082-6.1% | $6,688+13.4% |
| Admin fee / account holder | $1,776 | $9,689-81.7% | $7,899-77.5% | $13,397-86.7% |