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 | $51,409 | $65,365-21.4% | $92,893-44.7% | $72,985-29.6% |
| Participation rate | 69.7% | 68.3%+1.4pp | 76.0%-6.3pp | 69.5%+0.2pp |
| Annual return | 9.43% | 42.10%-32.7pp | 109.41%-100.0pp | 81.00%-71.6pp |
| Employer contribution / active EE | $2,046 | $2,594-21.1% | $3,653-44.0% | $2,440-16.1% |
| Participant deferral / active EE | $5,869 | $3,128+87.6% | $4,236+38.6% | $3,607+62.7% |
| Admin fee / account holder | $1,581 | $4,251-62.8% | $5,794-72.7% | $5,124-69.1% |