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 | $71,636 | $49,173+45.7% | $121,098-40.8% | $75,163-4.7% |
| Participation rate | 66.1% | 55.4%+10.7pp | 69.5%-3.4pp | 67.2%-1.1pp |
| Annual return | 11.60% | 55.99%-44.4pp | 985.75%-974.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,655 | $1,546+7.1% | $4,164-60.3% | $2,670-38.0% |
| Participant deferral / active EE | $4,030 | $2,628+53.4% | $4,080-1.2% | $4,125-2.3% |
| Admin fee / account holder | $42,663 | $3,942+982.4% | $5,644+655.8% | $5,651+655.0% |