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 | $193,425 | $95,416+102.7% | $185,823+4.1% | $85,850+125.3% |
| Participation rate | 64.3% | 68.8%-4.5pp | 81.7%-17.4pp | 69.3%-5.0pp |
| Annual return | 7.38% | 23.59%-16.2pp | 122.05%-114.7pp | 318.53%-311.2pp |
| Employer contribution / active EE | $5,718 | $3,314+72.6% | $5,167+10.7% | $2,565+122.9% |
| Participant deferral / active EE | $4,359 | $3,423+27.3% | $5,568-21.7% | $3,952+10.3% |
| Admin fee / account holder | $11,438 | $7,213+58.6% | $16,237-29.6% | $6,260+82.7% |