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 | $243,811 | $238,490+2.2% | $180,183+35.3% | $142,382+71.2% |
| Participation rate | 69.2% | 82.3%-13.0pp | 77.4%-8.2pp | 80.1%-10.9pp |
| Annual return | 5.76% | 33.56%-27.8pp | 27.86%-22.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,920 | $6,143-68.7% | $5,039-61.9% | $4,299-55.3% |
| Participant deferral / active EE | $6,607 | $7,996-17.4% | $6,822-3.2% | $6,507+1.5% |
| Admin fee / account holder | $4,738 | $28,866-83.6% | $19,975-76.3% | $12,624-62.5% |