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 | $128,599 | $58,208+120.9% | $81,812+57.2% | $80,856+59.0% |
| Participation rate | 69.6% | 63.4%+6.2pp | 72.3%-2.8pp | 67.6%+1.9pp |
| Annual return | 9.40% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,599 | $2,340+11.1% | $2,912-10.7% | $2,755-5.6% |
| Participant deferral / active EE | $3,146 | $3,281-4.1% | $4,319-27.2% | $4,296-26.8% |
| Admin fee / account holder | $949 | $4,981-81.0% | $7,386-87.2% | $6,918-86.3% |