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 | $199,470 | $109,881+81.5% | $150,045+32.9% | $84,808+135.2% |
| Participation rate | 68.1% | 76.1%-8.0pp | 82.3%-14.2pp | 68.3%-0.2pp |
| Annual return | 13.34% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,329 | $3,561-6.5% | $4,693-29.1% | $2,631+26.5% |
| Participant deferral / active EE | $6,408 | $6,636-3.4% | $7,997-19.9% | $4,212+52.2% |
| Admin fee / account holder | $8,192 | $8,568-4.4% | $13,435-39.0% | $7,344+11.6% |