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 | $113,113 | $54,705+106.8% | $71,209+58.8% | $84,808+33.4% |
| Participation rate | 67.1% | 64.1%+3.1pp | 73.8%-6.6pp | 68.3%-1.2pp |
| Annual return | 10.18% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,797 | $2,158+29.6% | $2,721+2.8% | $2,631+6.3% |
| Participant deferral / active EE | $3,534 | $3,030+16.6% | $4,175-15.3% | $4,212-16.1% |
| Admin fee / account holder | $2,490 | $4,863-48.8% | $5,349-53.5% | $7,344-66.1% |