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 7-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 | $72,922 | $49,922+46.1% | $80,569-9.5% | $75,163-3.0% |
| Participation rate | 67.9% | 55.3%+12.6pp | 67.0%+0.9pp | 67.2%+0.7pp |
| Annual return | 13.63% | 34.69%-21.1pp | 935.43%-921.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $906 | $1,698-46.7% | $2,723-66.7% | $2,670-66.1% |
| Participant deferral / active EE | $1,827 | $2,990-38.9% | $4,447-58.9% | $4,125-55.7% |
| Admin fee / account holder | $3,960 | $3,577+10.7% | $5,377-26.4% | $5,651-29.9% |