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 | $129,898 | $86,944+49.4% | $107,525+20.8% | $74,304+74.8% |
| Participation rate | 65.9% | 59.6%+6.3pp | 75.1%-9.2pp | 60.3%+5.5pp |
| Annual return | 4.82% | 23.52%-18.7pp | 181.32%-176.5pp | 29.43%-24.6pp |
| Employer contribution / active EE | $1,462 | $2,757-47.0% | $3,754-61.0% | $2,241-34.8% |
| Participant deferral / active EE | $3,518 | $3,554-1.0% | $5,116-31.2% | $3,767-6.6% |
| Admin fee / account holder | $7,857 | $3,727+110.8% | $8,919-11.9% | $2,969+164.6% |