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 | $65,815 | $51,175+28.6% | $70,515-6.7% | $75,163-12.4% |
| Participation rate | 58.8% | 60.9%-2.1pp | 68.3%-9.5pp | 67.2%-8.4pp |
| Annual return | 12.61% | 30.02%-17.4pp | 32.77%-20.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,921 | $1,826+5.2% | $2,973-35.4% | $2,670-28.0% |
| Participant deferral / active EE | $3,229 | $2,849+13.3% | $4,567-29.3% | $4,125-21.7% |
| Admin fee / account holder | $16,267 | $4,091+297.7% | $6,412+153.7% | $5,651+187.9% |