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 | $201,967 | $159,934+26.3% | $147,005+37.4% | $145,959+38.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.92% | 98.24%-89.3pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $7,920 | $5,287+49.8% | $4,934+60.5% | $4,661+69.9% |
| Participant deferral / active EE | $6,134 | $8,427-27.2% | $8,070-24.0% | $6,689-8.3% |
| Admin fee / account holder | $4,246 | $15,053-71.8% | $13,006-67.4% | $13,398-68.3% |