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 | $120,593 | $53,516+125.3% | $126,539-4.7% | $84,808+42.2% |
| Participation rate | 58.6% | 58.2%+0.4pp | 69.8%-11.2pp | 68.3%-9.7pp |
| Annual return | 12.99% | 58.34%-45.4pp | 425.95%-413.0pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,231 | $2,671+21.0% | $4,083-20.9% | $4,212-23.3% |
| Admin fee / account holder | $995 | $4,497-77.9% | $6,065-83.6% | $7,344-86.5% |