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 6-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 | $64,589 | $58,512+10.4% | $84,015-23.1% | $72,985-11.5% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.3pp |
| Annual return | 13.91% | 28.93%-15.0pp | 71.31%-57.4pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,271 | $1,163+9.3% | $1,983-35.9% | $2,440-47.9% |
| Participant deferral / active EE | $3,788 | $2,394+58.2% | $3,239+17.0% | $3,607+5.0% |
| Admin fee / account holder | $1,312 | $4,569-71.3% | $6,101-78.5% | $5,124-74.4% |