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 | $86,922 | $54,705+58.9% | $71,209+22.1% | $84,808+2.5% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.8%-9.8pp | 68.3%-4.3pp |
| Annual return | 11.77% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,229 | $2,158-43.1% | $2,721-54.8% | $2,631-53.3% |
| Participant deferral / active EE | $3,964 | $3,030+30.8% | $4,175-5.0% | $4,212-5.9% |
| Admin fee / account holder | $9,208 | $4,863+89.3% | $5,349+72.1% | $7,344+25.4% |