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 | $29,319+143.4% | $52,425+36.1% | $82,448-13.4% |
| Participation rate | 56.7% | 46.9%+9.8pp | 55.6%+1.0pp | 68.1%-11.4pp |
| Annual return | 7.25% | 535.20%-528.0pp | 302.12%-294.9pp | 41.64%-34.4pp |
| Employer contribution / active EE | $667 | $586+13.7% | $914-27.1% | $2,551-73.9% |
| Participant deferral / active EE | $1,223 | $1,171+4.4% | $1,790-31.7% | $4,139-70.5% |
| Admin fee / account holder | $2,127 | $1,962+8.4% | $2,495-14.7% | $7,234-70.6% |