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 | $132,194 | $81,460+62.3% | $103,333+27.9% | $80,856+63.5% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 10.36% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,186 | $3,105+2.6% | $3,868-17.6% | $2,755+15.6% |
| Participant deferral / active EE | $6,970 | $3,869+80.2% | $5,057+37.8% | $4,296+62.3% |
| Admin fee / account holder | $3,423 | $6,566-47.9% | $8,355-59.0% | $6,918-50.5% |