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 | $64,138 | $58,694+9.3% | $142,863-55.1% | $85,850-25.3% |
| Participation rate | 58.5% | 58.5%+0.1pp | 71.9%-13.4pp | 69.3%-10.8pp |
| Annual return | 9.22% | 27.72%-18.5pp | 5637.54%-5628.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $819 | $1,423-42.4% | $4,144-80.2% | $2,565-68.1% |
| Participant deferral / active EE | $2,313 | $2,607-11.3% | $3,837-39.7% | $3,952-41.5% |
| Admin fee / account holder | $18,227 | $4,239+330.0% | $6,560+177.8% | $6,260+191.2% |