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 | $79,135 | $61,605+28.5% | $112,229-29.5% | $75,163+5.3% |
| Participation rate | 65.5% | 61.7%+3.8pp | 72.4%-6.9pp | 67.2%-1.7pp |
| Annual return | 11.98% | 28.47%-16.5pp | 30.20%-18.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,037 | $2,015-48.6% | $3,430-69.8% | $2,670-61.2% |
| Participant deferral / active EE | $1,810 | $3,108-41.8% | $4,798-62.3% | $4,125-56.1% |
| Admin fee / account holder | $8,153 | $4,862+67.7% | $7,748+5.2% | $5,651+44.3% |