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 | $99,781 | $71,050+40.4% | $93,606+6.6% | $80,856+23.4% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.6%-23.0pp |
| Annual return | -1.09% | 11.26%-12.3pp | 133.20%-134.3pp | 35.59%-36.7pp |
| Employer contribution / active EE | $2,022 | $1,564+29.3% | $2,420-16.4% | $2,755-26.6% |
| Participant deferral / active EE | $5,695 | $4,034+41.2% | $4,411+29.1% | $4,296+32.6% |
| Admin fee / account holder | $9,732 | $6,945+40.1% | $8,285+17.5% | $6,918+40.7% |