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 | $247,481 | $165,984+49.1% | $164,813+50.2% | $145,922+69.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 4.03% | 100.03%-96.0pp | 69.93%-65.9pp | 561.29%-557.3pp |
| Employer contribution / active EE | $29,602 | $5,273+461.4% | $4,341+581.9% | $4,660+535.3% |
| Participant deferral / active EE | $7,667 | $6,959+10.2% | $6,031+27.1% | $6,688+14.6% |
| Admin fee / account holder | $4,198 | $16,648-74.8% | $12,690-66.9% | $13,397-68.7% |