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 | $84,849 | $32,708+159.4% | - | $75,163+12.9% |
| Participation rate | 60.7% | 51.7%+9.0pp | - | 67.2%-6.5pp |
| Annual return | 15.86% | 25.58%-9.7pp | - | 160.62%-144.8pp |
| Employer contribution / active EE | $2,271 | $1,809+25.6% | - | $2,670-14.9% |
| Participant deferral / active EE | $974 | $2,223-56.2% | - | $4,125-76.4% |
| Admin fee / account holder | $2,600 | $3,179-18.2% | - | $5,651-54.0% |