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 8-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 | $85,451 | $100,923-15.3% | $150,045-43.1% | $74,304+15.0% |
| Participation rate | 54.7% | 70.1%-15.4pp | 82.3%-27.6pp | 60.3%-5.7pp |
| Annual return | 12.59% | 51.77%-39.2pp | 62.55%-50.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,714 | $3,463-50.5% | $4,693-63.5% | $2,241-23.5% |
| Participant deferral / active EE | $3,560 | $6,709-46.9% | $7,997-55.5% | $3,767-5.5% |
| Admin fee / account holder | $12,952 | $2,767+368.1% | $13,435-3.6% | $2,969+336.3% |