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 | $119,642 | $83,902+42.6% | $167,512-28.6% | $84,808+41.1% |
| Participation rate | 67.3% | 66.5%+0.8pp | 77.1%-9.7pp | 68.3%-1.0pp |
| Annual return | 11.75% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $896 | $2,264-60.4% | $3,882-76.9% | $2,631-66.0% |
| Participant deferral / active EE | $3,671 | $4,442-17.4% | $6,405-42.7% | $4,212-12.8% |
| Admin fee / account holder | $7,393 | $7,915-6.6% | $9,769-24.3% | $7,344+0.7% |