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 | $117,118 | $85,766+36.6% | $136,294-14.1% | $70,131+67.0% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 12.16% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $915 | $2,966-69.2% | $4,695-80.5% | $2,342-61.0% |
| Participant deferral / active EE | $4,951 | $5,051-2.0% | $6,247-20.7% | $3,332+48.6% |
| Admin fee / account holder | $8,116 | $5,420+49.7% | $9,243-12.2% | $4,645+74.7% |