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 | $117,894 | $62,573+88.4% | $85,682+37.6% | $85,850+37.3% |
| Participation rate | 62.2% | 61.1%+1.0pp | 69.9%-7.7pp | 69.3%-7.2pp |
| Annual return | 10.32% | 23.77%-13.4pp | 21.49%-11.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,415 | $1,757-19.4% | $2,618-46.0% | $2,565-44.8% |
| Participant deferral / active EE | $2,089 | $2,802-25.5% | $3,923-46.7% | $3,952-47.1% |
| Admin fee / account holder | $2,716 | $4,640-41.5% | $6,873-60.5% | $6,260-56.6% |