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 | $65,448 | $48,570+34.8% | $130,648-49.9% | $72,985-10.3% |
| Participation rate | 59.3% | 58.6%+0.7pp | 71.7%-12.5pp | 69.5%-10.2pp |
| Annual return | 15.57% | 38.63%-23.1pp | 1708.96%-1693.4pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,754 | $1,334+106.4% | $4,092-32.7% | $2,440+12.9% |
| Participant deferral / active EE | $3,943 | $2,384+65.4% | $3,603+9.5% | $3,607+9.3% |
| Admin fee / account holder | $4,765 | $3,549+34.3% | $5,464-12.8% | $5,124-7.0% |