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 | $106,833 | $85,202+25.4% | $172,739-38.2% | $72,985+46.4% |
| Participation rate | 68.6% | 70.1%-1.4pp | 82.6%-14.0pp | 69.5%-0.9pp |
| Annual return | 14.75% | 27.32%-12.6pp | 802.84%-788.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,520 | $3,324-54.3% | $5,143-70.4% | $2,440-37.7% |
| Participant deferral / active EE | $3,239 | $3,260-0.6% | $5,198-37.7% | $3,607-10.2% |
| Admin fee / account holder | $14,504 | $5,884+146.5% | $13,954+3.9% | $5,124+183.0% |