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 | $127,328 | $72,277+76.2% | $101,248+25.8% | $79,858+59.4% |
| Participation rate | 68.6% | 68.5%+0.2pp | 75.8%-7.2pp | 69.6%-1.0pp |
| Annual return | 10.05% | 22.30%-12.2pp | 46.47%-36.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,528 | $2,692-6.1% | $3,660-30.9% | $2,471+2.3% |
| Participant deferral / active EE | $4,737 | $3,282+44.4% | $4,370+8.4% | $3,740+26.7% |
| Admin fee / account holder | $4,919 | $4,400+11.8% | $5,945-17.3% | $5,306-7.3% |