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 | $100,861 | $58,512+72.4% | $84,015+20.1% | $72,985+38.2% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 69.5%-4.8pp |
| Annual return | 16.32% | 28.93%-12.6pp | 71.31%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $280 | $1,163-75.9% | $1,983-85.9% | $2,440-88.5% |
| Participant deferral / active EE | $2,008 | $2,394-16.1% | $3,239-38.0% | $3,607-44.3% |
| Admin fee / account holder | $591 | $4,569-87.1% | $6,101-90.3% | $5,124-88.5% |