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 | $116,897 | $56,053+108.5% | $75,972+53.9% | $80,856+44.6% |
| Participation rate | 61.8% | 62.0%-0.3pp | 69.1%-7.3pp | 67.6%-5.9pp |
| Annual return | 9.70% | 20.53%-10.8pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,629 | $1,874-13.1% | $2,685-39.3% | $2,755-40.9% |
| Participant deferral / active EE | $2,691 | $3,052-11.8% | $4,255-36.8% | $4,296-37.4% |
| Admin fee / account holder | $9,713 | $5,234+85.6% | $6,467+50.2% | $6,918+40.4% |