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 | $113,049 | $68,547+64.9% | $120,354-6.1% | $80,856+39.8% |
| Participation rate | 69.2% | 61.6%+7.6pp | 71.9%-2.7pp | 67.6%+1.6pp |
| Annual return | 8.95% | 23.60%-14.7pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,865 | $2,051-9.1% | $3,463-46.1% | $2,755-32.3% |
| Participant deferral / active EE | $3,624 | $3,173+14.2% | $4,991-27.4% | $4,296-15.6% |
| Admin fee / account holder | $1,676 | $5,732-70.8% | $9,423-82.2% | $6,918-75.8% |