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 | $114,642 | $78,672+45.7% | $109,143+5.0% | $85,850+33.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 10.91% | 25.09%-14.2pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,628 | $2,735-3.9% | $3,722-29.4% | $2,565+2.5% |
| Participant deferral / active EE | $4,180 | $3,467+20.6% | $4,653-10.2% | $3,952+5.8% |
| Admin fee / account holder | $15,993 | $5,469+192.4% | $6,752+136.9% | $6,260+155.5% |