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 | $135,045 | $54,541+147.6% | $78,778+71.4% | $70,131+92.6% |
| Participation rate | 63.4% | 60.8%+2.6pp | 69.2%-5.8pp | 69.5%-6.1pp |
| Annual return | 12.08% | 21.07%-9.0pp | 35.62%-23.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $760 | $1,089-30.2% | $1,986-61.7% | $2,342-67.6% |
| Participant deferral / active EE | $2,931 | $2,210+32.6% | $2,958-0.9% | $3,332-12.0% |
| Admin fee / account holder | $24,349 | $3,709+556.6% | $5,134+374.3% | $4,645+424.2% |