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 | $81,998 | $78,672+4.2% | $109,143-24.9% | $85,850-4.5% |
| Participation rate | 65.2% | 68.3%-3.1pp | 75.9%-10.7pp | 69.3%-4.2pp |
| Annual return | 10.27% | 25.09%-14.8pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,177 | $2,735-20.4% | $3,722-41.5% | $2,565-15.1% |
| Participant deferral / active EE | $4,708 | $3,467+35.8% | $4,653+1.2% | $3,952+19.1% |
| Admin fee / account holder | $3,413 | $5,469-37.6% | $6,752-49.5% | $6,260-45.5% |