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 | $151,522 | $58,627+158.4% | $76,735+97.5% | $82,448+83.8% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 11.05% | 39.10%-28.1pp | 29.77%-18.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,982 | $1,729+72.4% | $2,454+21.5% | $2,551+16.9% |
| Participant deferral / active EE | $6,327 | $3,134+101.9% | $4,088+54.8% | $4,139+52.9% |
| Admin fee / account holder | $2,817 | $5,323-47.1% | $7,189-60.8% | $7,234-61.1% |