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 9-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 | $201,901 | $62,672+222.2% | $185,117+9.1% | $70,131+187.9% |
| Participation rate | 69.6% | 63.8%+5.8pp | 77.3%-7.6pp | 69.5%+0.1pp |
| Annual return | 11.95% | 40.79%-28.8pp | 40.50%-28.5pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,810 | $1,753+3.2% | $4,182-56.7% | $2,342-22.7% |
| Participant deferral / active EE | $4,343 | $3,272+32.8% | $5,045-13.9% | $3,332+30.4% |
| Admin fee / account holder | $4,279 | $3,932+8.8% | $8,159-47.6% | $4,645-7.9% |