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 | $70,485 | $53,053+32.9% | $126,539-44.3% | $74,304-5.1% |
| Participation rate | 54.0% | 48.0%+6.0pp | 69.8%-15.8pp | 60.3%-6.3pp |
| Annual return | 10.67% | 29.46%-18.8pp | 425.95%-415.3pp | 29.43%-18.8pp |
| Employer contribution / active EE | $1,125 | $1,168-3.6% | $3,674-69.4% | $2,241-49.8% |
| Participant deferral / active EE | $2,459 | $2,303+6.8% | $4,083-39.8% | $3,767-34.7% |
| Admin fee / account holder | $3,890 | $3,698+5.2% | $6,065-35.9% | $2,969+31.0% |