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 | $232,422 | $88,672+162.1% | $105,223+120.9% | $82,448+181.9% |
| Participation rate | 65.6% | 67.9%-2.3pp | 75.0%-9.4pp | 68.1%-2.4pp |
| Annual return | 10.68% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $3,436 | $3,048+12.7% | $3,689-6.8% | $2,551+34.7% |
| Participant deferral / active EE | $8,298 | $4,036+105.6% | $5,072+63.6% | $4,139+100.5% |
| Admin fee / account holder | $3,780 | $7,146-47.1% | $8,859-57.3% | $7,234-47.8% |