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 | $220,026 | $180,749+21.7% | $160,784+36.8% | $137,256+60.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 10.30% | 2234.46%-2224.2pp | 1803.92%-1793.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $872 | $4,155-79.0% | $3,733-76.7% | $4,156-79.0% |
| Participant deferral / active EE | $5,649 | $6,844-17.5% | $6,293-10.2% | $6,407-11.8% |
| Admin fee / account holder | $917 | $10,397-91.2% | $9,717-90.6% | $12,270-92.5% |