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 | $31,907 | $80,812-60.5% | $160,784-80.2% | $82,448-61.3% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 10.39% | 100.59%-90.2pp | 1803.92%-1793.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $644 | $2,174-70.4% | $3,733-82.8% | $2,551-74.8% |
| Participant deferral / active EE | $1,874 | $4,335-56.8% | $6,293-70.2% | $4,139-54.7% |
| Admin fee / account holder | $11,678 | $7,695+51.8% | $9,717+20.2% | $7,234+61.4% |