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 | $106,403 | $59,839+77.8% | $81,983+29.8% | $79,858+33.2% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.2%-9.2pp | 69.6%-9.6pp |
| Annual return | 10.30% | 17.56%-7.3pp | 41.31%-31.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,836 | $1,713+65.5% | $2,498+13.5% | $2,471+14.8% |
| Participant deferral / active EE | $3,341 | $2,695+24.0% | $3,722-10.2% | $3,740-10.7% |
| Admin fee / account holder | $5,803 | $4,287+35.4% | $5,664+2.5% | $5,306+9.4% |