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 | $241,488 | $148,534+62.6% | $135,903+77.7% | $139,434+73.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 1.30% | 79.19%-77.9pp | 68.23%-66.9pp | 372.94%-371.6pp |
| Employer contribution / active EE | $1,330 | $5,243-74.6% | $4,856-72.6% | $4,751-72.0% |
| Participant deferral / active EE | $8,778 | $8,100+8.4% | $7,758+13.2% | $6,710+30.8% |
| Admin fee / account holder | $873 | $12,400-93.0% | $10,762-91.9% | $11,403-92.3% |