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 | $91,588 | $46,869+95.4% | $122,332-25.1% | $70,131+30.6% |
| Participation rate | 61.8% | 58.2%+3.6pp | 71.6%-9.9pp | 69.5%-7.8pp |
| Annual return | 12.48% | 24.22%-11.7pp | 30.27%-17.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,962 | $1,288+52.3% | $4,050-51.6% | $2,342-16.3% |
| Participant deferral / active EE | $3,633 | $2,166+67.7% | $3,287+10.5% | $3,332+9.0% |
| Admin fee / account holder | $2,177 | $3,322-34.5% | $5,478-60.3% | $4,645-53.1% |