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 | $42,791 | $68,719-37.7% | $91,541-53.3% | $84,808-49.5% |
| Participation rate | 58.9% | 64.5%-5.6pp | 69.8%-10.9pp | 68.3%-9.4pp |
| Annual return | 12.43% | 19.12%-6.7pp | 20.50%-8.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,662 | $1,920+38.7% | $2,505+6.3% | $2,631+1.2% |
| Participant deferral / active EE | $5,563 | $3,136+77.4% | $4,008+38.8% | $4,212+32.1% |
| Admin fee / account holder | $2,391 | $5,786-58.7% | $6,956-65.6% | $7,344-67.4% |