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 | $118,109 | $65,365+80.7% | $92,893+27.1% | $72,985+61.8% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 0.54% | 42.10%-41.6pp | 109.41%-108.9pp | 81.00%-80.5pp |
| Employer contribution / active EE | $1,350 | $2,594-48.0% | $3,653-63.0% | $2,440-44.7% |
| Participant deferral / active EE | $2,501 | $3,128-20.1% | $4,236-41.0% | $3,607-30.7% |
| Admin fee / account holder | $2,717 | $4,251-36.1% | $5,794-53.1% | $5,124-47.0% |