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 | $98,105 | $159,602-38.5% | $150,045-34.6% | $142,382-31.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 7.58% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,784 | $4,961-64.0% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $9,110 | $8,310+9.6% | $7,997+13.9% | $6,507+40.0% |
| Admin fee / account holder | $2,887 | $14,846-80.6% | $13,435-78.5% | $12,624-77.1% |