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 | $223,037 | $198,466+12.4% | $170,442+30.9% | $147,584+51.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 7.79% | 257.29%-249.5pp | 205.93%-198.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,861 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $7,364 | $5,629+30.8% | $4,939+49.1% | $5,439+35.4% |
| Admin fee / account holder | $1,260 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |