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 | $177,416 | $87,870+101.9% | $113,168+56.8% | $74,304+138.8% |
| Participation rate | 69.5% | 70.7%-1.2pp | 76.6%-7.0pp | 60.3%+9.2pp |
| Annual return | 10.27% | 26.44%-16.2pp | 24.27%-14.0pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,943 | $2,277-14.7% | $2,975-34.7% | $2,241-13.3% |
| Participant deferral / active EE | $5,600 | $4,241+32.0% | $5,107+9.7% | $3,767+48.6% |
| Admin fee / account holder | $42,454 | $3,368+1160.5% | $12,068+251.8% | $2,969+1330.0% |