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 | $93,357 | $72,492+28.8% | $87,100+7.2% | $72,985+27.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 15.06% | 24.46%-9.4pp | 28.19%-13.1pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,724 | $1,894-9.0% | $2,521-31.6% | $2,440-29.3% |
| Participant deferral / active EE | $3,262 | $3,270-0.2% | $4,049-19.4% | $3,607-9.6% |
| Admin fee / account holder | $23,557 | $5,055+366.0% | $7,497+214.2% | $5,124+359.7% |