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 | $71,399 | $52,580+35.8% | $71,671-0.4% | $70,131+1.8% |
| Participation rate | 64.8% | 60.9%+3.9pp | 68.7%-4.0pp | 69.5%-4.8pp |
| Annual return | 10.65% | 20.25%-9.6pp | 20.65%-10.0pp | 73.14%-62.5pp |
| Employer contribution / active EE | $2,091 | $1,616+29.4% | $2,460-15.0% | $2,342-10.7% |
| Participant deferral / active EE | $3,286 | $2,386+37.7% | $3,438-4.4% | $3,332-1.4% |
| Admin fee / account holder | $17,921 | $3,653+390.6% | $5,558+222.4% | $4,645+285.8% |