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 | $235,705 | $65,365+260.6% | $92,893+153.7% | $72,985+223.0% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.8pp |
| Annual return | 14.06% | 42.10%-28.0pp | 109.41%-95.4pp | 81.00%-66.9pp |
| Employer contribution / active EE | $3,570 | $2,594+37.6% | $3,653-2.3% | $2,440+46.3% |
| Participant deferral / active EE | $8,881 | $3,128+183.9% | $4,236+109.6% | $3,607+146.2% |
| Admin fee / account holder | $14,778 | $4,251+247.6% | $5,794+155.1% | $5,124+188.4% |