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 | $75,122 | $57,057+31.7% | $85,009-11.6% | $80,874-7.1% |
| Participation rate | 58.5% | 56.4%+2.2pp | 67.5%-9.0pp | 67.6%-9.1pp |
| Annual return | 10.31% | 21.66%-11.4pp | 66.47%-56.2pp | 35.62%-25.3pp |
| Employer contribution / active EE | $3,097 | $1,799+72.2% | $2,728+13.5% | $2,756+12.4% |
| Participant deferral / active EE | $3,747 | $3,112+20.4% | $4,522-17.1% | $4,297-12.8% |
| Admin fee / account holder | $17,120 | $4,986+243.4% | $6,153+178.3% | $6,935+146.9% |