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 | $141,752 | $68,719+106.3% | $91,541+54.9% | $84,808+67.1% |
| Participation rate | 65.5% | 64.5%+1.0pp | 69.8%-4.3pp | 68.3%-2.8pp |
| Annual return | 10.38% | 19.12%-8.7pp | 20.50%-10.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,251 | $1,920+17.2% | $2,505-10.1% | $2,631-14.5% |
| Participant deferral / active EE | $7,482 | $3,136+138.6% | $4,008+86.7% | $4,212+77.7% |
| Admin fee / account holder | $40,181 | $5,786+594.4% | $6,956+477.6% | $7,344+447.1% |