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 | $110,524 | $148,534-25.6% | $135,903-18.7% | $139,434-20.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 10.42% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $5,050 | $5,243-3.7% | $4,856+4.0% | $4,751+6.3% |
| Participant deferral / active EE | $11,310 | $8,100+39.6% | $7,758+45.8% | $6,710+68.5% |
| Admin fee / account holder | $4,571 | $12,400-63.1% | $10,762-57.5% | $11,403-59.9% |