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 | $203,024 | $217,402-6.6% | $185,823+9.3% | $167,490+21.2% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 7.40% | 148.36%-141.0pp | 122.05%-114.7pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,409 | $5,873-76.0% | $5,167-72.7% | $4,837-70.9% |
| Participant deferral / active EE | $2,385 | $6,356-62.5% | $5,568-57.2% | $6,341-62.4% |
| Admin fee / account holder | $17,363 | $19,811-12.4% | $16,237+6.9% | $12,309+41.1% |