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 | $113,223 | $54,705+107.0% | $71,209+59.0% | $84,808+33.5% |
| Participation rate | 65.1% | 64.1%+1.0pp | 73.8%-8.6pp | 68.3%-3.2pp |
| Annual return | 11.30% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,307 | $2,158+6.9% | $2,721-15.2% | $2,631-12.3% |
| Participant deferral / active EE | $5,644 | $3,030+86.3% | $4,175+35.2% | $4,212+34.0% |
| Admin fee / account holder | $46,244 | $4,863+850.8% | $5,349+764.6% | $7,344+529.7% |