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 | $136,947 | $77,899+75.8% | $149,673-8.5% | $75,163+82.2% |
| Participation rate | 68.1% | 65.6%+2.5pp | 78.8%-10.7pp | 67.2%+0.9pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $612 | $3,137-80.5% | $4,818-87.3% | $2,670-77.1% |
| Participant deferral / active EE | $5,282 | $3,411+54.9% | $5,680-7.0% | $4,125+28.1% |
| Admin fee / account holder | $42,102 | $5,956+606.9% | $13,210+218.7% | $5,651+645.1% |