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 | $126,399 | $52,580+140.4% | $71,671+76.4% | $70,131+80.2% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 11.29% | 20.25%-9.0pp | 20.65%-9.4pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,854 | $1,616+14.7% | $2,460-24.6% | $2,342-20.9% |
| Participant deferral / active EE | $1,189 | $2,386-50.2% | $3,438-65.4% | $3,332-64.3% |
| Admin fee / account holder | $9,755 | $3,653+167.1% | $5,558+75.5% | $4,645+110.0% |