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 | $213,925 | $159,602+34.0% | $150,045+42.6% | $142,382+50.2% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.3%-23.5pp | 80.1%-21.3pp |
| Annual return | 9.15% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,024 | $4,961-79.4% | $4,693-78.2% | $4,299-76.2% |
| Participant deferral / active EE | $3,813 | $8,310-54.1% | $7,997-52.3% | $6,507-41.4% |
| Admin fee / account holder | $22,756 | $14,846+53.3% | $13,435+69.4% | $12,624+80.3% |