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 | $126,739 | $22,587+461.1% | $65,255+94.2% | $75,163+68.6% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 15.76% | 71.03%-55.3pp | 47.35%-31.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,727 | $941+83.6% | $1,691+2.1% | $2,670-35.3% |
| Participant deferral / active EE | $4,434 | $1,695+161.5% | $2,831+56.6% | $4,125+7.5% |
| Admin fee / account holder | $10,887 | $1,876+480.4% | $4,112+164.8% | $5,651+92.7% |