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 | $68,112 | $51,175+33.1% | $70,515-3.4% | $75,163-9.4% |
| Participation rate | 67.7% | 60.9%+6.8pp | 68.3%-0.7pp | 67.2%+0.5pp |
| Annual return | 11.47% | 30.02%-18.6pp | 32.77%-21.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,260 | $1,826-31.0% | $2,973-57.6% | $2,670-52.8% |
| Participant deferral / active EE | $3,186 | $2,849+11.8% | $4,567-30.2% | $4,125-22.8% |
| Admin fee / account holder | $11,731 | $4,091+186.8% | $6,412+83.0% | $5,651+107.6% |