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 | $157,529 | $80,717+95.2% | $154,803+1.8% | $84,808+85.7% |
| Participation rate | 67.1% | 66.8%+0.3pp | 78.1%-10.9pp | 68.3%-1.2pp |
| Annual return | 12.12% | 37.96%-25.8pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,726 | $2,761+34.9% | $4,305-13.5% | $2,631+41.6% |
| Participant deferral / active EE | $3,599 | $3,303+8.9% | $5,540-35.1% | $4,212-14.6% |
| Admin fee / account holder | $35,702 | $6,746+429.3% | $14,329+149.2% | $7,344+386.2% |