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 | $122,778 | $65,041+88.8% | $90,951+35.0% | $79,858+53.7% |
| Participation rate | 64.1% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 8.62% | 30.45%-21.8pp | 134.60%-126.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.4% | $2,471-58.3% |
| Participant deferral / active EE | $2,088 | $2,512-16.9% | $3,373-38.1% | $3,740-44.2% |
| Admin fee / account holder | $5,613 | $4,536+23.7% | $5,959-5.8% | $5,306+5.8% |