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 | $82,786 | $60,892+36.0% | $82,389+0.5% | $84,808-2.4% |
| Participation rate | 54.1% | 63.3%-9.2pp | 69.5%-15.4pp | 68.3%-14.2pp |
| Annual return | 12.01% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,775 | $1,779+56.0% | $2,517+10.3% | $2,631+5.5% |
| Participant deferral / active EE | $3,339 | $3,179+5.0% | $4,155-19.6% | $4,212-20.7% |
| Admin fee / account holder | $15,922 | $5,467+191.2% | $7,231+120.2% | $7,344+116.8% |