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 | $69,060 | $67,606+2.2% | $82,313-16.1% | $70,131-1.5% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 9.68% | 21.57%-11.9pp | 25.88%-16.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,076 | $1,755+18.3% | $2,428-14.5% | $2,342-11.4% |
| Participant deferral / active EE | $3,698 | $2,987+23.8% | $3,706-0.2% | $3,332+11.0% |
| Admin fee / account holder | $15,225 | $4,512+237.4% | $5,608+171.5% | $4,645+227.8% |