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 | $149,102 | $98,750+51.0% | $149,696-0.4% | $79,858+86.7% |
| Participation rate | 69.8% | 75.8%-6.0pp | 82.5%-12.7pp | 69.6%+0.1pp |
| Annual return | 10.97% | 27.43%-16.5pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,242 | $3,216-30.3% | $4,644-51.7% | $2,471-9.2% |
| Participant deferral / active EE | $6,500 | $5,680+14.4% | $6,842-5.0% | $3,740+73.8% |
| Admin fee / account holder | $4,702 | $6,053-22.3% | $9,309-49.5% | $5,306-11.4% |