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 | $169,329 | $100,923+67.8% | $150,045+12.9% | $74,304+127.9% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.3%-14.8pp | 60.3%+7.2pp |
| Annual return | 13.20% | 51.77%-38.6pp | 62.55%-49.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $4,355 | $3,463+25.7% | $4,693-7.2% | $2,241+94.3% |
| Participant deferral / active EE | $9,768 | $6,709+45.6% | $7,997+22.1% | $3,767+159.3% |
| Admin fee / account holder | $12,536 | $2,767+353.1% | $13,435-6.7% | $2,969+322.3% |