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 | $96,878 | $63,355+52.9% | $91,989+5.3% | $72,985+32.7% |
| Participation rate | 69.7% | 72.5%-2.8pp | 78.6%-8.9pp | 69.5%+0.2pp |
| Annual return | 19.20% | 35.35%-16.1pp | 69.02%-49.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $418 | $2,116-80.2% | $3,452-87.9% | $2,440-82.8% |
| Participant deferral / active EE | $3,479 | $4,883-28.8% | $5,923-41.3% | $3,607-3.6% |
| Admin fee / account holder | $5,869 | $4,668+25.7% | $7,743-24.2% | $5,124+14.5% |