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 | $116,790 | $48,230+142.2% | $67,502+73.0% | $80,856+44.4% |
| Participation rate | 68.2% | 66.4%+1.8pp | 72.9%-4.7pp | 67.6%+0.5pp |
| Annual return | 8.72% | 18.28%-9.6pp | 3512.12%-3503.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,889 | $2,020+142.1% | $2,731+79.0% | $2,755+77.5% |
| Participant deferral / active EE | $5,573 | $2,924+90.6% | $4,000+39.3% | $4,296+29.7% |
| Admin fee / account holder | $17,753 | $3,681+382.3% | $3,998+344.1% | $6,918+156.6% |