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 | $75,571 | $57,065+32.4% | $75,670-0.1% | $70,131+7.8% |
| Participation rate | 57.1% | 68.1%-10.9pp | 72.3%-15.2pp | 69.5%-12.4pp |
| Annual return | 11.51% | 23.57%-12.1pp | 27.34%-15.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,129 | $1,817+17.2% | $2,352-9.5% | $2,342-9.1% |
| Participant deferral / active EE | $4,496 | $2,580+74.3% | $3,142+43.1% | $3,332+35.0% |
| Admin fee / account holder | $24,830 | $3,825+549.2% | $5,800+328.1% | $4,645+434.5% |