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 | $69,397 | $72,277-4.0% | $101,248-31.5% | $79,858-13.1% |
| Participation rate | 68.1% | 68.5%-0.3pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | 9.59% | 22.30%-12.7pp | 46.47%-36.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,100 | $2,692-22.0% | $3,660-42.6% | $2,471-15.0% |
| Participant deferral / active EE | $5,042 | $3,282+53.6% | $4,370+15.4% | $3,740+34.8% |
| Admin fee / account holder | $14,594 | $4,400+231.7% | $5,945+145.5% | $5,306+175.0% |