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 | $84,909 | $71,050+19.5% | $93,606-9.3% | $80,856+5.0% |
| Participation rate | 64.4% | 60.4%+4.0pp | 68.7%-4.4pp | 67.6%-3.3pp |
| Annual return | 9.20% | 11.26%-2.1pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,738 | $1,564+139.1% | $2,420+54.5% | $2,755+35.7% |
| Participant deferral / active EE | $7,577 | $4,034+87.9% | $4,411+71.8% | $4,296+76.4% |
| Admin fee / account holder | $12,753 | $6,945+83.6% | $8,285+53.9% | $6,918+84.3% |