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 | $60,177 | $53,822+11.8% | $75,696-20.5% | $85,850-29.9% |
| Participation rate | 62.1% | 69.1%-7.0pp | 74.8%-12.8pp | 69.3%-7.2pp |
| Annual return | 11.20% | 24.54%-13.3pp | 104.53%-93.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,890 | $2,017+43.3% | $2,743+5.4% | $2,565+12.7% |
| Participant deferral / active EE | $3,958 | $2,895+36.7% | $3,821+3.6% | $3,952+0.2% |
| Admin fee / account holder | $3,974 | $3,343+18.9% | $3,619+9.8% | $6,260-36.5% |