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 | $99,158 | $51,466+92.7% | $78,778+25.9% | $62,292+59.2% |
| Participation rate | 63.4% | 59.8%+3.6pp | 69.2%-5.8pp | 69.5%-6.1pp |
| Annual return | 12.47% | 19.96%-7.5pp | 35.62%-23.2pp | 28.90%-16.4pp |
| Employer contribution / active EE | $833 | $827+0.7% | $1,986-58.0% | $2,042-59.2% |
| Participant deferral / active EE | $3,531 | $2,147+64.4% | $2,958+19.4% | $3,169+11.4% |
| Admin fee / account holder | $2,061 | $489+321.2% | $5,134-59.9% | $479+330.0% |