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 | $245,203 | $214,378+14.4% | $200,582+22.2% | $142,382+72.2% |
| Participation rate | 65.2% | 87.4%-22.2pp | 86.9%-21.7pp | 80.1%-14.9pp |
| Annual return | 9.53% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $7,215 | $6,841+5.5% | $6,419+12.4% | $4,299+67.8% |
| Participant deferral / active EE | $10,364 | $9,865+5.1% | $9,331+11.1% | $6,507+59.3% |
| Admin fee / account holder | $68,257 | $17,692+285.8% | $16,305+318.6% | $12,624+440.7% |