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 | $60,905 | $27,839+118.8% | $58,482+4.1% | $71,457-14.8% |
| Participation rate | 28.2% | 34.5%-6.4pp | 50.9%-22.7pp | 67.9%-39.8pp |
| Annual return | 13.39% | 26.81%-13.4pp | 4239.32%-4225.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $757 | $631+20.1% | $1,053-28.1% | $2,588-70.7% |
| Participant deferral / active EE | $1,385 | $1,206+14.8% | $1,924-28.0% | $4,289-67.7% |
| Admin fee / account holder | $1,246 | $1,641-24.1% | $2,516-50.5% | $1,587-21.5% |