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 | $245,075 | $185,822+31.9% | $169,993+44.2% | $139,434+75.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 10.82% | 60.50%-49.7pp | 53.37%-42.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,476 | $7,590-67.4% | $6,785-63.5% | $4,751-47.9% |
| Participant deferral / active EE | $5,069 | $11,622-56.4% | $10,408-51.3% | $6,710-24.5% |
| Admin fee / account holder | $11,130 | $15,381-27.6% | $12,815-13.2% | $11,403-2.4% |