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 | $244,358 | $154,228+58.4% | $145,433+68.0% | $137,256+78.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.53% | 74.59%-64.1pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,840 | $4,804+21.6% | $4,554+28.2% | $4,156+40.5% |
| Participant deferral / active EE | $8,950 | $8,216+8.9% | $7,897+13.3% | $6,407+39.7% |
| Admin fee / account holder | $9,748 | $14,344-32.0% | $13,129-25.8% | $12,270-20.6% |