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 | $127,694 | $65,561+94.8% | $86,188+48.2% | $75,163+69.9% |
| Participation rate | 61.3% | 60.5%+0.8pp | 69.0%-7.7pp | 67.2%-5.9pp |
| Annual return | 12.49% | 46.05%-33.6pp | 1168.45%-1156.0pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,266 | $1,553+45.9% | $2,380-4.8% | $2,670-15.1% |
| Participant deferral / active EE | $3,721 | $3,024+23.1% | $3,985-6.6% | $4,125-9.8% |
| Admin fee / account holder | $1,468 | $5,474-73.2% | $6,852-78.6% | $5,651-74.0% |