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 | $102,542 | $58,512+75.2% | $84,015+22.1% | $72,985+40.5% |
| Participation rate | 69.9% | 61.2%+8.6pp | 69.0%+0.9pp | 69.5%+0.4pp |
| Annual return | 12.79% | 28.93%-16.1pp | 71.31%-58.5pp | 81.00%-68.2pp |
| Employer contribution / active EE | $877 | $1,163-24.6% | $1,983-55.8% | $2,440-64.0% |
| Participant deferral / active EE | $3,182 | $2,394+32.9% | $3,239-1.7% | $3,607-11.8% |
| Admin fee / account holder | $761 | $4,569-83.3% | $6,101-87.5% | $5,124-85.1% |