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 | $224,882 | $97,744+130.1% | $103,476+117.3% | $145,922+54.1% |
| Participation rate | 61.9% | 81.1%-19.2pp | 80.5%-18.6pp | 80.3%-18.4pp |
| Annual return | 9.16% | 25.41%-16.3pp | 23.90%-14.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,707 | $4,677-63.5% | $4,672-63.5% | $4,660-63.4% |
| Participant deferral / active EE | $5,025 | $6,603-23.9% | $6,623-24.1% | $6,688-24.9% |
| Admin fee / account holder | $14,925 | $12,515+19.3% | $9,413+58.6% | $13,397+11.4% |