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 | $87,261 | $106,584-18.1% | $101,326-13.9% | $142,382-38.7% |
| Participation rate | 68.8% | 82.7%-13.9pp | 81.5%-12.7pp | 80.1%-11.4pp |
| Annual return | 12.02% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,178 | $3,956-19.7% | $3,665-13.3% | $4,299-26.1% |
| Participant deferral / active EE | $8,126 | $8,297-2.1% | $7,994+1.6% | $6,507+24.9% |
| Admin fee / account holder | $35,270 | $11,446+208.1% | $11,185+215.3% | $12,624+179.4% |