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 | $208,009 | $152,587+36.3% | $125,175+66.2% | $152,861+36.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 4.87% | 54.84%-50.0pp | 43.79%-38.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $5,333 | $4,946+7.8% | $3,865+38.0% | $4,762+12.0% |
| Participant deferral / active EE | $14,250 | $5,868+142.8% | $4,937+188.7% | $5,850+143.6% |
| Admin fee / account holder | $1,720 | $13,434-87.2% | $9,702-82.3% | $11,596-85.2% |