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 | $218,696 | $112,729+94.0% | $98,716+121.5% | $137,256+59.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 4.15% | 38.48%-34.3pp | 31.81%-27.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $963 | $2,725-64.7% | $2,279-57.7% | $4,156-76.8% |
| Participant deferral / active EE | $5,192 | $4,640+11.9% | $4,048+28.3% | $6,407-19.0% |
| Admin fee / account holder | $1,089 | $10,129-89.2% | $8,703-87.5% | $12,270-91.1% |