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 | $197,677 | $98,750+100.2% | $149,696+32.1% | $79,858+147.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 11.55% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,472 | $3,216-54.2% | $4,644-68.3% | $2,471-40.4% |
| Participant deferral / active EE | $6,072 | $5,680+6.9% | $6,842-11.3% | $3,740+62.3% |
| Admin fee / account holder | $6,774 | $6,053+11.9% | $9,309-27.2% | $5,306+27.7% |