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 | $45,122 | $30,400+48.4% | $53,898-16.3% | $84,808-46.8% |
| Participation rate | 64.3% | 46.4%+17.8pp | 55.0%+9.3pp | 68.3%-4.0pp |
| Annual return | 13.87% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,249 | $603+107.2% | $932+34.0% | $2,631-52.5% |
| Participant deferral / active EE | $1,734 | $1,199+44.6% | $1,826-5.1% | $4,212-58.8% |
| Admin fee / account holder | $4,836 | $1,993+142.6% | $2,491+94.1% | $7,344-34.2% |