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 | $119,412 | $78,672+51.8% | $109,143+9.4% | $85,850+39.1% |
| Participation rate | 68.8% | 68.3%+0.5pp | 75.9%-7.1pp | 69.3%-0.6pp |
| Annual return | 10.30% | 25.09%-14.8pp | 25.75%-15.5pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,271 | $2,735-17.0% | $3,722-39.0% | $2,565-11.5% |
| Participant deferral / active EE | $4,535 | $3,467+30.8% | $4,653-2.5% | $3,952+14.8% |
| Admin fee / account holder | $21,404 | $5,469+291.4% | $6,752+217.0% | $6,260+241.9% |