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 | $98,544 | $51,736+90.5% | $120,225-18.0% | $67,986+44.9% |
| Participation rate | 55.6% | 46.1%+9.5pp | 69.6%-14.0pp | 57.2%-1.7pp |
| Annual return | 11.95% | 31.98%-20.0pp | 439.23%-427.3pp | 31.67%-19.7pp |
| Employer contribution / active EE | $767 | $1,071-28.4% | $3,475-77.9% | $2,019-62.0% |
| Participant deferral / active EE | $1,993 | $2,206-9.6% | $3,999-50.2% | $3,358-40.6% |
| Admin fee / account holder | $5,486 | $4,159+31.9% | $5,696-3.7% | $3,203+71.3% |