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 | $74,963 | $70,669+6.1% | $169,368-55.7% | $75,163-0.3% |
| Participation rate | 68.5% | 64.8%+3.7pp | 77.1%-8.6pp | 67.2%+1.3pp |
| Annual return | 13.31% | 36.36%-23.1pp | 405.60%-392.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,320 | $2,211+4.9% | $4,013-42.2% | $2,670-13.1% |
| Participant deferral / active EE | $4,657 | $4,311+8.0% | $6,221-25.1% | $4,125+12.9% |
| Admin fee / account holder | $16,384 | $5,402+203.3% | $9,003+82.0% | $5,651+189.9% |