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 | $130,794 | $99,985+30.8% | $146,665-10.8% | $85,850+52.4% |
| Participation rate | 69.7% | 73.1%-3.4pp | 80.1%-10.4pp | 69.3%+0.4pp |
| Annual return | 10.68% | 18.93%-8.2pp | 22.74%-12.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,860 | $2,559-27.3% | $4,136-55.0% | $2,565-27.5% |
| Participant deferral / active EE | $21,927 | $4,006+447.4% | $5,506+298.2% | $3,952+454.9% |
| Admin fee / account holder | $1,964 | $7,702-74.5% | $10,280-80.9% | $6,260-68.6% |