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 | $94,572 | $65,561+44.2% | $91,541+3.3% | $74,304+27.3% |
| Participation rate | 62.2% | 56.6%+5.6pp | 69.8%-7.6pp | 60.3%+1.8pp |
| Annual return | 12.31% | 17.68%-5.4pp | 20.50%-8.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $422 | $1,717-75.4% | $2,505-83.1% | $2,241-81.1% |
| Participant deferral / active EE | $2,576 | $2,918-11.7% | $4,008-35.7% | $3,767-31.6% |
| Admin fee / account holder | $3,703 | $3,333+11.1% | $6,956-46.8% | $2,969+24.7% |