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 | $106,709 | $73,933+44.3% | $96,683+10.4% | $75,163+42.0% |
| Participation rate | 58.7% | 66.4%-7.7pp | 74.3%-15.6pp | 67.2%-8.5pp |
| Annual return | 7.78% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,741 | $3,659+2.3% | $4,878-23.3% | $4,125-9.3% |
| Admin fee / account holder | $5,460 | $5,216+4.7% | $6,730-18.9% | $5,651-3.4% |