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 | $71,364 | $30,400+134.7% | $53,898+32.4% | $84,808-15.9% |
| Participation rate | 56.7% | 46.4%+10.2pp | 55.0%+1.7pp | 68.3%-11.6pp |
| Annual return | 7.25% | 500.19%-492.9pp | 528.60%-521.4pp | 40.90%-33.6pp |
| Employer contribution / active EE | $667 | $603+10.6% | $932-28.5% | $2,631-74.7% |
| Participant deferral / active EE | $1,223 | $1,199+2.0% | $1,826-33.1% | $4,212-71.0% |
| Admin fee / account holder | $2,127 | $1,993+6.7% | $2,491-14.6% | $7,344-71.0% |