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 | $154,165 | $114,381+34.8% | $107,525+43.4% | $142,382+8.3% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 4.11% | 242.71%-238.6pp | 181.32%-177.2pp | 217.08%-213.0pp |
| Employer contribution / active EE | $12,790 | $4,015+218.6% | $3,754+240.8% | $4,299+197.5% |
| Participant deferral / active EE | $3,561 | $5,564-36.0% | $5,116-30.4% | $6,507-45.3% |
| Admin fee / account holder | $3,469 | $9,860-64.8% | $8,919-61.1% | $12,624-72.5% |