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 | $193,076 | $72,071+167.9% | $68,368+182.4% | $137,256+40.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.36% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,352 | $2,788+20.2% | $2,649+26.6% | $4,156-19.3% |
| Participant deferral / active EE | $4,873 | $4,410+10.5% | $4,123+18.2% | $6,407-23.9% |
| Admin fee / account holder | $6,629 | $5,336+24.2% | $5,150+28.7% | $12,270-46.0% |