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 | $183,070 | $94,625+93.5% | $116,228+57.5% | $84,808+115.9% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.6%-12.6pp | 68.3%-6.3pp |
| Annual return | 11.56% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,828 | $2,347-22.1% | $2,994-39.0% | $2,631-30.5% |
| Participant deferral / active EE | $5,004 | $3,972+26.0% | $4,953+1.0% | $4,212+18.8% |
| Admin fee / account holder | $8,048 | $10,091-20.3% | $11,989-32.9% | $7,344+9.6% |