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 | $77,603 | $60,124+29.1% | $90,404-14.2% | $79,858-2.8% |
| Participation rate | 67.2% | 65.0%+2.2pp | 72.7%-5.5pp | 69.6%-2.5pp |
| Annual return | 9.37% | 71.94%-62.6pp | 1293.02%-1283.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,676 | $2,068-19.0% | $3,262-48.6% | $2,471-32.2% |
| Participant deferral / active EE | $3,107 | $2,938+5.8% | $3,963-21.6% | $3,740-16.9% |
| Admin fee / account holder | $15,306 | $3,976+284.9% | $5,611+172.8% | $5,306+188.4% |