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 | $78,839 | $70,428+11.9% | $96,562-18.4% | $85,850-8.2% |
| Participation rate | 58.1% | 61.8%-3.7pp | 69.8%-11.7pp | 69.3%-11.3pp |
| Annual return | 10.77% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,746 | $1,413+23.6% | $2,356-25.9% | $2,565-31.9% |
| Participant deferral / active EE | $4,039 | $2,894+39.6% | $3,849+5.0% | $3,952+2.2% |
| Admin fee / account holder | $3,546 | $4,997-29.0% | $6,181-42.6% | $6,260-43.4% |