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 | $96,046 | $27,827+245.2% | $65,255+47.2% | $71,457+34.4% |
| Participation rate | 52.8% | 57.6%-4.8pp | 65.0%-12.1pp | 67.9%-15.1pp |
| Annual return | 14.27% | 41.58%-27.3pp | 47.35%-33.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,607 | $1,405+14.3% | $1,691-5.0% | $2,588-37.9% |
| Participant deferral / active EE | $3,265 | $1,861+75.4% | $2,831+15.3% | $4,289-23.9% |
| Admin fee / account holder | $6,484 | $3,850+68.4% | $4,112+57.7% | $1,587+308.5% |