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 | $225,228 | $77,503+190.6% | $100,391+124.4% | $80,856+178.6% |
| Participation rate | 68.8% | 76.9%-8.1pp | 81.5%-12.6pp | 67.6%+1.2pp |
| Annual return | 10.65% | 37.20%-26.5pp | 49.20%-38.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,150 | $2,801+48.2% | $3,942+5.3% | $2,755+50.6% |
| Participant deferral / active EE | $3,019 | $6,820-55.7% | $8,082-62.6% | $4,296-29.7% |
| Admin fee / account holder | $10,162 | $5,897+72.3% | $7,899+28.6% | $6,918+46.9% |