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 | $60,488 | $34,308+76.3% | $74,701-19.0% | $72,985-17.1% |
| Participation rate | 60.0% | 42.4%+17.6pp | 54.5%+5.5pp | 69.5%-9.5pp |
| Annual return | 16.31% | 26.58%-10.3pp | 752.92%-736.6pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,285 | $692+230.4% | $1,084+110.9% | $2,440-6.3% |
| Participant deferral / active EE | $4,869 | $1,271+283.0% | $1,964+148.0% | $3,607+35.0% |
| Admin fee / account holder | $4,986 | $2,124+134.7% | $3,333+49.6% | $5,124-2.7% |