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 | $51,305 | $49,922+2.8% | $80,569-36.3% | $75,163-31.7% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.6pp |
| Annual return | 13.69% | 34.69%-21.0pp | 935.43%-921.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,765 | $1,698+3.9% | $2,723-35.2% | $2,670-33.9% |
| Participant deferral / active EE | $3,342 | $2,990+11.7% | $4,447-24.9% | $4,125-19.0% |
| Admin fee / account holder | $9,160 | $3,577+156.1% | $5,377+70.3% | $5,651+62.1% |