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 6-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 | $108,787 | $68,547+58.7% | $120,354-9.6% | $80,856+34.5% |
| Participation rate | 54.8% | 61.6%-6.8pp | 71.9%-17.1pp | 67.6%-12.9pp |
| Annual return | 9.30% | 23.60%-14.3pp | 107.15%-97.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,878 | $2,051-8.5% | $3,463-45.8% | $2,755-31.8% |
| Participant deferral / active EE | $5,074 | $3,173+59.9% | $4,991+1.7% | $4,296+18.1% |
| Admin fee / account holder | $35,543 | $5,732+520.1% | $9,423+277.2% | $6,918+413.8% |