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 | $57,800 | $51,175+12.9% | $70,515-18.0% | $75,163-23.1% |
| Participation rate | 68.6% | 60.9%+7.6pp | 68.3%+0.2pp | 67.2%+1.4pp |
| Annual return | 11.90% | 30.02%-18.1pp | 32.77%-20.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,159 | $1,826+18.2% | $2,973-27.4% | $2,670-19.1% |
| Participant deferral / active EE | $4,676 | $2,849+64.1% | $4,567+2.4% | $4,125+13.4% |
| Admin fee / account holder | $1,249 | $4,091-69.5% | $6,412-80.5% | $5,651-77.9% |