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 | $243,024 | $159,602+52.3% | $150,045+62.0% | $142,382+70.7% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 4.66% | 70.24%-65.6pp | 62.55%-57.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,404 | $4,961-71.7% | $4,693-70.1% | $4,299-67.3% |
| Participant deferral / active EE | $7,954 | $8,310-4.3% | $7,997-0.5% | $6,507+22.2% |
| Admin fee / account holder | $4,227 | $14,846-71.5% | $13,435-68.5% | $12,624-66.5% |