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 | $109,025 | $29,667+267.5% | $56,441+93.2% | $80,874+34.8% |
| Participation rate | 29.6% | 41.7%-12.0pp | 52.5%-22.9pp | 67.6%-38.0pp |
| Annual return | 9.45% | 35.22%-25.8pp | 1704.21%-1694.8pp | 35.62%-26.2pp |
| Employer contribution / active EE | $735 | $669+9.8% | $1,039-29.2% | $2,756-73.3% |
| Participant deferral / active EE | $2,860 | $1,227+133.2% | $1,953+46.5% | $4,297-33.4% |
| Admin fee / account holder | $386 | $2,429-84.1% | $2,829-86.4% | $6,935-94.4% |