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 | $224,551 | $94,625+137.3% | $116,228+93.2% | $84,808+164.8% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.6%-5.3pp | 68.3%+0.9pp |
| Annual return | 9.46% | 20.40%-10.9pp | 90.06%-80.6pp | 40.90%-31.4pp |
| Employer contribution / active EE | $5,370 | $2,347+128.8% | $2,994+79.3% | $2,631+104.1% |
| Participant deferral / active EE | $5,896 | $3,972+48.4% | $4,953+19.0% | $4,212+40.0% |
| Admin fee / account holder | $11,857 | $10,091+17.5% | $11,989-1.1% | $7,344+61.5% |