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 | $116,238 | $118,450-1.9% | $98,439+18.1% | $139,434-16.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 5.12% | 18.94%-13.8pp | 21.16%-16.0pp | 372.94%-367.8pp |
| Employer contribution / active EE | $936 | $3,609-74.1% | $3,048-69.3% | $4,751-80.3% |
| Participant deferral / active EE | $5,849 | $5,392+8.5% | $4,738+23.4% | $6,710-12.8% |
| Admin fee / account holder | $1,620 | $14,026-88.5% | $8,948-81.9% | $11,403-85.8% |