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 | $135,891 | $57,541+136.2% | $95,745+41.9% | $75,163+80.8% |
| Participation rate | 63.0% | 62.5%+0.5pp | 72.3%-9.3pp | 67.2%-4.2pp |
| Annual return | 11.61% | 34.93%-23.3pp | 28.35%-16.7pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,746 | $1,808+51.9% | $2,835-3.1% | $2,670+2.8% |
| Participant deferral / active EE | $6,504 | $3,074+111.6% | $4,245+53.2% | $4,125+57.7% |
| Admin fee / account holder | $39,451 | $4,099+862.6% | $5,678+594.8% | $5,651+598.1% |