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 | $200,214 | $81,208+146.5% | $98,907+102.4% | $79,858+150.7% |
| Participation rate | 69.6% | 72.5%-2.9pp | 76.0%-6.5pp | 69.6%-0.1pp |
| Annual return | 6.95% | 60.99%-54.0pp | 196.43%-189.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,348 | $1,960-31.2% | $2,689-49.9% | $2,471-45.4% |
| Participant deferral / active EE | $4,422 | $3,265+35.4% | $4,244+4.2% | $3,740+18.2% |
| Admin fee / account holder | $7,288 | $6,013+21.2% | $6,642+9.7% | $5,306+37.3% |