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 | $125,841 | $59,097+112.9% | $82,389+52.7% | $74,304+69.4% |
| Participation rate | 62.5% | 52.8%+9.7pp | 69.5%-7.0pp | 60.3%+2.2pp |
| Annual return | 13.35% | 22.85%-9.5pp | 28.67%-15.3pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,106 | $1,601+31.6% | $2,517-16.3% | $2,241-6.0% |
| Participant deferral / active EE | $5,020 | $2,775+80.9% | $4,155+20.8% | $3,767+33.3% |
| Admin fee / account holder | $10,551 | $4,489+135.0% | $7,231+45.9% | $2,969+255.4% |