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 9-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 | $109,879 | $89,355+23.0% | $141,162-22.2% | $72,985+50.6% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 18.78% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,296 | $3,114-26.3% | $4,735-51.5% | $2,440-5.9% |
| Participant deferral / active EE | $4,293 | $5,418-20.8% | $6,709-36.0% | $3,607+19.0% |
| Admin fee / account holder | $4,441 | $5,958-25.5% | $10,261-56.7% | $5,124-13.3% |