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 | $95,488 | $94,625+0.9% | $116,228-17.8% | $84,808+12.6% |
| Participation rate | 66.3% | 70.4%-4.2pp | 74.6%-8.3pp | 68.3%-2.0pp |
| Annual return | 12.17% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,353 | $2,347+0.3% | $2,994-21.4% | $2,631-10.6% |
| Participant deferral / active EE | $5,578 | $3,972+40.4% | $4,953+12.6% | $4,212+32.5% |
| Admin fee / account holder | $2,084 | $10,091-79.3% | $11,989-82.6% | $7,344-71.6% |