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 6-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 | $82,309 | $73,933+11.3% | $96,683-14.9% | $75,163+9.5% |
| Participation rate | 68.6% | 66.4%+2.1pp | 74.3%-5.8pp | 67.2%+1.4pp |
| Annual return | 10.85% | 26.70%-15.9pp | 35.69%-24.8pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,595 | $2,928-45.5% | $3,737-57.3% | $2,670-40.3% |
| Participant deferral / active EE | $4,196 | $3,659+14.7% | $4,878-14.0% | $4,125+1.7% |
| Admin fee / account holder | $5,247 | $5,216+0.6% | $6,730-22.0% | $5,651-7.2% |