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 | $207,848 | $183,592+13.2% | $155,567+33.6% | $145,959+42.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 7.74% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $4,121 | $5,315-22.5% | $4,674-11.8% | $4,661-11.6% |
| Participant deferral / active EE | $8,885 | $6,464+37.5% | $5,628+57.9% | $6,689+32.8% |
| Admin fee / account holder | $930 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |