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 | $115,552 | $100,773+14.7% | $88,946+29.9% | $142,382-18.8% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 8.98% | 70.18%-61.2pp | 57.82%-48.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,492 | $2,918-48.9% | $2,555-41.6% | $4,299-65.3% |
| Participant deferral / active EE | $4,399 | $5,230-15.9% | $4,581-4.0% | $6,507-32.4% |
| Admin fee / account holder | $1,372 | $9,693-85.9% | $8,261-83.4% | $12,624-89.1% |