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 | $51,638+119.1% | $68,368+65.4% | $82,448+37.2% |
| Participation rate | 67.1% | 63.6%+3.5pp | 73.8%-6.6pp | 68.1%-0.9pp |
| Annual return | 10.18% | 37.53%-27.4pp | 292.57%-282.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,797 | $2,047+36.7% | $2,649+5.6% | $2,551+9.6% |
| Participant deferral / active EE | $3,534 | $2,914+21.3% | $4,123-14.3% | $4,139-14.6% |
| Admin fee / account holder | $2,490 | $4,643-46.4% | $5,150-51.7% | $7,234-65.6% |