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 | $64,113 | $58,208+10.1% | $81,812-21.6% | $80,856-20.7% |
| Participation rate | 62.2% | 63.4%-1.3pp | 72.3%-10.2pp | 67.6%-5.5pp |
| Annual return | 9.78% | 41.66%-31.9pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,975 | $2,340+69.9% | $2,912+36.5% | $2,755+44.3% |
| Participant deferral / active EE | $3,828 | $3,281+16.7% | $4,319-11.4% | $4,296-10.9% |
| Admin fee / account holder | $3,796 | $4,981-23.8% | $7,386-48.6% | $6,918-45.1% |