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 | $89,749 | $73,933+21.4% | $96,683-7.2% | $75,163+19.4% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | 12.85% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,198 | $2,928-24.9% | $3,737-41.2% | $2,670-17.7% |
| Participant deferral / active EE | $6,556 | $3,659+79.2% | $4,878+34.4% | $4,125+58.9% |
| Admin fee / account holder | $4,948 | $5,216-5.1% | $6,730-26.5% | $5,651-12.4% |