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 | $111,507 | $25,014+345.8% | $69,647+60.1% | $80,856+37.9% |
| Participation rate | 64.5% | 64.2%+0.3pp | 66.5%-1.9pp | 67.6%-3.1pp |
| Annual return | 7.97% | 19.07%-11.1pp | 100.48%-92.5pp | 35.59%-27.6pp |
| Employer contribution / active EE | $806 | $993-18.8% | $1,712-52.9% | $2,755-70.7% |
| Participant deferral / active EE | $2,708 | $1,839+47.3% | $2,886-6.2% | $4,296-37.0% |
| Admin fee / account holder | $28,876 | $2,488+1060.6% | $4,713+512.7% | $6,918+317.4% |