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 | $99,934 | $58,208+71.7% | $81,812+22.2% | $80,856+23.6% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.3%-4.8pp | 67.6%-0.1pp |
| Annual return | 7.13% | 41.66%-34.5pp | 773.79%-766.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,232 | $2,340-47.3% | $2,912-57.7% | $2,755-55.3% |
| Participant deferral / active EE | $1,812 | $3,281-44.8% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $8,614 | $4,981+72.9% | $7,386+16.6% | $6,918+24.5% |