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 | $168,325 | $74,927+124.7% | $101,794+65.4% | $84,808+98.5% |
| Participation rate | 69.8% | 61.4%+8.4pp | 69.2%+0.6pp | 68.3%+1.5pp |
| Annual return | 10.08% | 18.70%-8.6pp | 30.53%-20.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $598 | $1,522-60.7% | $2,289-73.9% | $2,631-77.3% |
| Participant deferral / active EE | $5,462 | $3,099+76.3% | $4,084+33.7% | $4,212+29.7% |
| Admin fee / account holder | $38,757 | $6,514+495.0% | $8,777+341.6% | $7,344+427.8% |