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 | $35,732 | $107,334-66.7% | $92,893-61.5% | $152,861-76.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 10.96% | 145.58%-134.6pp | 109.41%-98.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,136 | $4,221-73.1% | $3,653-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $1,478 | $4,845-69.5% | $4,236-65.1% | $5,850-74.7% |
| Admin fee / account holder | $25,327 | $7,079+257.8% | $5,794+337.1% | $11,596+118.4% |