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 | $126,617 | $73,933+71.3% | $96,683+31.0% | $75,163+68.5% |
| Participation rate | 65.0% | 66.4%-1.4pp | 74.3%-9.3pp | 67.2%-2.2pp |
| Annual return | 6.96% | 26.70%-19.7pp | 35.69%-28.7pp | 160.62%-153.7pp |
| Employer contribution / active EE | $2,236 | $2,928-23.6% | $3,737-40.2% | $2,670-16.3% |
| Participant deferral / active EE | $4,674 | $3,659+27.7% | $4,878-4.2% | $4,125+13.3% |
| Admin fee / account holder | $2,557 | $5,216-51.0% | $6,730-62.0% | $5,651-54.8% |