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 | $68,372 | $57,281+19.4% | $86,612-21.1% | $75,163-9.0% |
| Participation rate | 65.4% | 63.2%+2.2pp | 71.7%-6.3pp | 67.2%-1.8pp |
| Annual return | 10.51% | 2670.75%-2660.2pp | 591.07%-580.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $394 | $2,314-83.0% | $3,022-87.0% | $2,670-85.2% |
| Participant deferral / active EE | $1,001 | $3,318-69.8% | $4,438-77.5% | $4,125-75.7% |
| Admin fee / account holder | $46,847 | $4,112+1039.3% | $5,614+734.4% | $5,651+729.0% |