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 | $228,252 | $65,409+249.0% | $98,442+131.9% | $85,850+165.9% |
| Participation rate | 67.1% | 65.0%+2.1pp | 73.3%-6.2pp | 69.3%-2.2pp |
| Annual return | 11.52% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,362 | $2,168-37.2% | $2,960-54.0% | $2,565-46.9% |
| Participant deferral / active EE | $4,633 | $3,166+46.3% | $4,276+8.4% | $3,952+17.3% |
| Admin fee / account holder | $3,664 | $4,593-20.2% | $5,949-38.4% | $6,260-41.5% |