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 | $123,362 | $92,985+32.7% | $153,485-19.6% | $80,856+52.6% |
| Participation rate | 69.7% | 69.0%+0.7pp | 77.1%-7.4pp | 67.6%+2.1pp |
| Annual return | 9.94% | 19.95%-10.0pp | 15.65%-5.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,712 | $3,507-22.7% | $5,039-46.2% | $2,755-1.5% |
| Participant deferral / active EE | $3,807 | $5,178-26.5% | $6,757-43.7% | $4,296-11.4% |
| Admin fee / account holder | $35,653 | $8,880+301.5% | $12,724+180.2% | $6,918+415.4% |