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 | $228,612 | $202,318+13.0% | $172,739+32.3% | $152,861+49.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 8.32% | 1029.65%-1021.3pp | 802.84%-794.5pp | 345.32%-337.0pp |
| Employer contribution / active EE | $1,951 | $5,856-66.7% | $5,143-62.1% | $4,762-59.0% |
| Participant deferral / active EE | $9,639 | $5,948+62.1% | $5,198+85.5% | $5,850+64.8% |
| Admin fee / account holder | $19,809 | $17,109+15.8% | $13,954+42.0% | $11,596+70.8% |