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 | $113,565 | $109,881+3.4% | $150,045-24.3% | $84,808+33.9% |
| Participation rate | 68.6% | 76.1%-7.5pp | 82.3%-13.8pp | 68.3%+0.3pp |
| Annual return | 12.30% | 28.25%-16.0pp | 62.55%-50.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,976 | $3,561+11.6% | $4,693-15.3% | $2,631+51.1% |
| Participant deferral / active EE | $8,435 | $6,636+27.1% | $7,997+5.5% | $4,212+100.3% |
| Admin fee / account holder | $26,683 | $8,568+211.4% | $13,435+98.6% | $7,344+263.3% |