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 | $207,563 | $110,257+88.3% | $96,544+115.0% | $139,434+48.9% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 4.95% | 26.32%-21.4pp | 25.84%-20.9pp | 372.94%-368.0pp |
| Employer contribution / active EE | $1,340 | $3,620-63.0% | $2,965-54.8% | $4,751-71.8% |
| Participant deferral / active EE | $5,517 | $5,548-0.5% | $4,851+13.7% | $6,710-17.8% |
| Admin fee / account holder | $7,045 | $11,591-39.2% | $8,252-14.6% | $11,403-38.2% |