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 | $115,118 | $70,428+63.5% | $96,562+19.2% | $85,850+34.1% |
| Participation rate | 68.1% | 61.8%+6.3pp | 69.8%-1.7pp | 69.3%-1.2pp |
| Annual return | 9.69% | 18.59%-8.9pp | 37.78%-28.1pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,446 | $1,413+73.1% | $2,356+3.8% | $2,565-4.7% |
| Participant deferral / active EE | $5,711 | $2,894+97.4% | $3,849+48.4% | $3,952+44.5% |
| Admin fee / account holder | $6,130 | $4,997+22.7% | $6,181-0.8% | $6,260-2.1% |