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 | $121,238 | $62,672+93.5% | $185,117-34.5% | $70,131+72.9% |
| Participation rate | 67.7% | 63.8%+4.0pp | 77.3%-9.5pp | 69.5%-1.8pp |
| Annual return | 11.91% | 40.79%-28.9pp | 40.50%-28.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,610 | $1,753-8.2% | $4,182-61.5% | $2,342-31.3% |
| Participant deferral / active EE | $3,452 | $3,272+5.5% | $5,045-31.6% | $3,332+3.6% |
| Admin fee / account holder | $32,030 | $3,932+714.7% | $8,159+292.6% | $4,645+589.5% |