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 | $84,580 | $48,570+74.1% | $130,648-35.3% | $72,985+15.9% |
| Participation rate | 64.8% | 58.6%+6.2pp | 71.7%-7.0pp | 69.5%-4.7pp |
| Annual return | 16.13% | 38.63%-22.5pp | 1708.96%-1692.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,426 | $1,334+6.9% | $4,092-65.1% | $2,440-41.5% |
| Participant deferral / active EE | $3,730 | $2,384+56.5% | $3,603+3.5% | $3,607+3.4% |
| Admin fee / account holder | $3,740 | $3,549+5.4% | $5,464-31.6% | $5,124-27.0% |