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 | $66,432 | $54,517+21.9% | $75,972-12.6% | $74,495-10.8% |
| Participation rate | 63.4% | 60.3%+3.0pp | 69.1%-5.7pp | 67.2%-3.8pp |
| Annual return | 10.16% | 31.82%-21.7pp | 359.55%-349.4pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,557 | $1,777-12.4% | $2,685-42.0% | $2,623-40.7% |
| Participant deferral / active EE | $3,142 | $3,066+2.5% | $4,255-26.2% | $4,346-27.7% |
| Admin fee / account holder | $6,450 | $2,229+189.4% | $6,467-0.3% | $1,942+232.2% |