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 | $60,533 | $53,127+13.9% | $86,590-30.1% | $70,131-13.7% |
| Participation rate | 64.0% | 65.3%-1.3pp | 73.5%-9.5pp | 69.5%-5.5pp |
| Annual return | 12.31% | 27.66%-15.4pp | 964.84%-952.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $863 | $2,068-58.3% | $2,839-69.6% | $2,342-63.1% |
| Participant deferral / active EE | $3,367 | $2,696+24.9% | $3,609-6.7% | $3,332+1.0% |
| Admin fee / account holder | $6,291 | $3,585+75.5% | $4,906+28.2% | $4,645+35.4% |