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 | $120,998 | $81,208+49.0% | $98,907+22.3% | $79,858+51.5% |
| Participation rate | 69.7% | 72.5%-2.8pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 5.27% | 60.99%-55.7pp | 196.43%-191.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $727 | $1,960-62.9% | $2,689-73.0% | $2,471-70.6% |
| Participant deferral / active EE | $2,242 | $3,265-31.3% | $4,244-47.2% | $3,740-40.0% |
| Admin fee / account holder | $938 | $6,013-84.4% | $6,642-85.9% | $5,306-82.3% |