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 | $74,074 | $61,272+20.9% | $149,673-50.5% | $71,457+3.7% |
| Participation rate | 61.7% | 62.5%-0.8pp | 78.8%-17.0pp | 67.9%-6.2pp |
| Annual return | 12.99% | 35.85%-22.9pp | 134.42%-121.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $929 | $2,378-61.0% | $4,818-80.7% | $2,588-64.1% |
| Participant deferral / active EE | $4,326 | $2,917+48.3% | $5,680-23.8% | $4,289+0.9% |
| Admin fee / account holder | $5,114 | $1,261+305.5% | $13,210-61.3% | $1,587+222.2% |