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 | $179,810 | $172,111+4.5% | $150,298+19.6% | $137,256+31.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.01% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,600 | $4,636-65.5% | $4,154-61.5% | $4,156-61.5% |
| Participant deferral / active EE | $11,750 | $6,166+90.6% | $5,453+115.5% | $6,407+83.4% |
| Admin fee / account holder | $1,851 | $16,471-88.8% | $14,116-86.9% | $12,270-84.9% |