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 | $116,707 | $86,944+34.2% | $107,525+8.5% | $74,304+57.1% |
| Participation rate | 67.9% | 59.6%+8.4pp | 75.1%-7.2pp | 60.3%+7.6pp |
| Annual return | 13.18% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,428 | $2,757-11.9% | $3,754-35.3% | $2,241+8.3% |
| Participant deferral / active EE | $5,358 | $3,554+50.8% | $5,116+4.7% | $3,767+42.2% |
| Admin fee / account holder | $2,393 | $3,727-35.8% | $8,919-73.2% | $2,969-19.4% |