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 | $77,625 | $58,923+31.7% | $97,167-20.1% | $74,546+4.1% |
| Participation rate | 66.9% | 63.6%+3.3pp | 72.7%-5.8pp | 67.2%-0.3pp |
| Annual return | 8.95% | 16.04%-7.1pp | 75.27%-66.3pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $2,551 | $1,894+34.7% | $2,729-6.5% | $2,624-2.8% |
| Participant deferral / active EE | $5,133 | $3,664+40.1% | $4,264+20.4% | $4,347+18.1% |
| Admin fee / account holder | $26,844 | $1,974+1260.2% | $5,650+375.1% | $1,944+1281.2% |