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 | $134,484 | $100,773+33.5% | $88,946+51.2% | $142,382-5.5% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 10.44% | 70.18%-59.7pp | 57.82%-47.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,748 | $2,918+28.5% | $2,555+46.7% | $4,299-12.8% |
| Participant deferral / active EE | $9,835 | $5,230+88.0% | $4,581+114.7% | $6,507+51.1% |
| Admin fee / account holder | $42,427 | $9,693+337.7% | $8,261+413.6% | $12,624+236.1% |