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 8-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 | $50,601 | $127,065-60.2% | $113,168-55.3% | $142,382-64.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 9.34% | 24.03%-14.7pp | 24.27%-14.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,840 | $3,442+11.6% | $2,975+29.1% | $4,299-10.7% |
| Participant deferral / active EE | $10,120 | $5,716+77.0% | $5,107+98.2% | $6,507+55.5% |
| Admin fee / account holder | $31,315 | $15,736+99.0% | $12,068+159.5% | $12,624+148.1% |