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 | $122,840 | $176,377-30.4% | $134,143-8.4% | $158,922-22.7% |
| Participation rate | 66.7% | 78.7%-12.0pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 0.99% | 63.63%-62.6pp | 36.33%-35.3pp | 302.83%-301.8pp |
| Employer contribution / active EE | $2,587 | $5,040-48.7% | $3,704-30.2% | $4,761-45.7% |
| Participant deferral / active EE | $7,847 | $4,091+91.8% | $3,499+124.3% | $5,982+31.2% |
| Admin fee / account holder | $1,816 | $8,718-79.2% | $6,684-72.8% | $11,246-83.8% |