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 | $61,908 | $49,922+24.0% | $80,569-23.2% | $75,163-17.6% |
| Participation rate | 65.2% | 55.3%+9.9pp | 67.0%-1.8pp | 67.2%-2.0pp |
| Annual return | 9.80% | 34.69%-24.9pp | 935.43%-925.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,686 | $1,698-0.7% | $2,723-38.1% | $2,670-36.8% |
| Participant deferral / active EE | $3,342 | $2,990+11.8% | $4,447-24.9% | $4,125-19.0% |
| Admin fee / account holder | $17,774 | $3,577+396.9% | $5,377+230.5% | $5,651+214.5% |