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 | $118,617 | $73,933+60.4% | $96,683+22.7% | $75,163+57.8% |
| Participation rate | 67.4% | 66.4%+1.0pp | 74.3%-7.0pp | 67.2%+0.2pp |
| Annual return | 11.03% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,534 | $2,928+20.7% | $3,737-5.4% | $2,670+32.4% |
| Participant deferral / active EE | $9,779 | $3,659+167.3% | $4,878+100.5% | $4,125+137.1% |
| Admin fee / account holder | $95,580 | $5,216+1732.4% | $6,730+1320.3% | $5,651+1591.4% |