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 | $74,168 | $56,277+31.8% | $80,975-8.4% | $62,891+17.9% |
| Participation rate | 56.1% | 69.0%-12.9pp | 75.8%-19.7pp | 69.3%-13.2pp |
| Annual return | 5.67% | 22.12%-16.5pp | 17.10%-11.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,791 | $1,943+43.6% | $3,714-24.9% | $2,281+22.4% |
| Participant deferral / active EE | $6,255 | $4,195+49.1% | $5,696+9.8% | $3,203+95.3% |
| Admin fee / account holder | $13,403 | $3,741+258.3% | $5,516+143.0% | $4,296+212.0% |