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 | $82,841 | $41,078+101.7% | $80,569+2.8% | $71,457+15.9% |
| Participation rate | 57.7% | 50.2%+7.5pp | 67.0%-9.3pp | 67.9%-10.2pp |
| Annual return | 14.28% | 38.45%-24.2pp | 935.43%-921.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,807 | $1,506+86.4% | $2,723+3.1% | $2,588+8.5% |
| Participant deferral / active EE | $3,300 | $2,699+22.2% | $4,447-25.8% | $4,289-23.1% |
| Admin fee / account holder | $2,051 | $1,840+11.4% | $5,377-61.9% | $1,587+29.2% |