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 | $103,695 | $31,310+231.2% | $53,898+92.4% | $74,304+39.6% |
| Participation rate | 45.6% | 30.7%+14.9pp | 55.0%-9.4pp | 60.3%-14.7pp |
| Annual return | 12.44% | 23.16%-10.7pp | 528.60%-516.2pp | 29.43%-17.0pp |
| Employer contribution / active EE | $518 | $450+15.2% | $932-44.4% | $2,241-76.9% |
| Participant deferral / active EE | $2,150 | $934+130.2% | $1,826+17.7% | $3,767-42.9% |
| Admin fee / account holder | $4,511 | $2,175+107.4% | $2,491+81.1% | $2,969+52.0% |