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 | $60,892+148.8% | $82,389+83.9% | $84,808+78.7% |
| Participation rate | 63.6% | 63.3%+0.4pp | 69.5%-5.9pp | 68.3%-4.7pp |
| Annual return | 11.05% | 37.29%-26.2pp | 28.67%-17.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,982 | $1,779+67.6% | $2,517+18.5% | $2,631+13.3% |
| Participant deferral / active EE | $6,327 | $3,179+99.0% | $4,155+52.3% | $4,212+50.2% |
| Admin fee / account holder | $2,817 | $5,467-48.5% | $7,231-61.0% | $7,344-61.6% |