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 | $124,140 | $54,705+126.9% | $71,209+74.3% | $84,808+46.4% |
| Participation rate | 68.2% | 64.1%+4.1pp | 73.8%-5.6pp | 68.3%-0.1pp |
| Annual return | 12.10% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,558 | $2,158+18.5% | $2,721-6.0% | $2,631-2.8% |
| Participant deferral / active EE | $3,396 | $3,030+12.1% | $4,175-18.7% | $4,212-19.4% |
| Admin fee / account holder | $30,622 | $4,863+529.6% | $5,349+472.5% | $7,344+317.0% |