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 | $75,967 | $98,750-23.1% | $149,696-49.3% | $79,858-4.9% |
| Participation rate | 67.4% | 75.8%-8.3pp | 82.5%-15.0pp | 69.6%-2.2pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $707 | $3,216-78.0% | $4,644-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $3,847 | $5,680-32.3% | $6,842-43.8% | $3,740+2.8% |
| Admin fee / account holder | $5,499 | $6,053-9.1% | $9,309-40.9% | $5,306+3.6% |