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 | $56,126 | $100,923-44.4% | $150,045-62.6% | $74,304-24.5% |
| Participation rate | 57.5% | 70.1%-12.6pp | 82.3%-24.8pp | 60.3%-2.8pp |
| Annual return | 13.42% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,488 | $3,463-57.0% | $4,693-68.3% | $2,241-33.6% |
| Participant deferral / active EE | $2,502 | $6,709-62.7% | $7,997-68.7% | $3,767-33.6% |
| Admin fee / account holder | $2,931 | $2,767+5.9% | $13,435-78.2% | $2,969-1.3% |