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 | $85,083 | $60,892+39.7% | $82,389+3.3% | $84,808+0.3% |
| Participation rate | 62.5% | 63.3%-0.8pp | 69.5%-7.0pp | 68.3%-5.8pp |
| Annual return | 12.86% | 37.29%-24.4pp | 28.67%-15.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,365 | $1,779+32.9% | $2,517-6.1% | $2,631-10.1% |
| Participant deferral / active EE | $5,372 | $3,179+69.0% | $4,155+29.3% | $4,212+27.5% |
| Admin fee / account holder | $12,288 | $5,467+124.8% | $7,231+69.9% | $7,344+67.3% |