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 9-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 | $173,030 | $103,966+66.4% | $112,887+53.3% | $75,163+130.2% |
| Participation rate | 63.0% | 75.7%-12.7pp | 80.5%-17.5pp | 67.2%-4.2pp |
| Annual return | 12.85% | 24.54%-11.7pp | 34.10%-21.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,994 | $3,870-48.5% | $4,563-56.3% | $2,670-25.3% |
| Participant deferral / active EE | $5,008 | $5,456-8.2% | $6,513-23.1% | $4,125+21.4% |
| Admin fee / account holder | $34,457 | $7,663+349.6% | $7,047+388.9% | $5,651+509.8% |