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 | $125,144 | $49,227+154.2% | $70,449+77.6% | $79,858+56.7% |
| Participation rate | 59.3% | 69.2%-9.8pp | 75.1%-15.7pp | 69.6%-10.3pp |
| Annual return | 5.74% | 30.06%-24.3pp | 109.03%-103.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $3,612 | $2,099+72.1% | $2,737+32.0% | $2,471+46.2% |
| Participant deferral / active EE | $4,463 | $2,768+61.3% | $3,709+20.3% | $3,740+19.3% |
| Admin fee / account holder | $9,231 | $2,878+220.7% | $3,845+140.1% | $5,306+74.0% |