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 | $113,794 | $49,227+131.2% | $70,449+61.5% | $79,858+42.5% |
| Participation rate | 61.5% | 69.2%-7.6pp | 75.1%-13.5pp | 69.6%-8.1pp |
| Annual return | 4.78% | 30.06%-25.3pp | 109.03%-104.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $4,011 | $2,099+91.1% | $2,737+46.6% | $2,471+62.3% |
| Participant deferral / active EE | $3,879 | $2,768+40.1% | $3,709+4.6% | $3,740+3.7% |
| Admin fee / account holder | $2,494 | $2,878-13.4% | $3,845-35.1% | $5,306-53.0% |