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 4-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 | $72,128 | $214,378-66.4% | $200,582-64.0% | $142,382-49.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 7.58% | 46.41%-38.8pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,577 | $6,841-62.3% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $8,000 | $9,865-18.9% | $9,331-14.3% | $6,507+22.9% |
| Admin fee / account holder | $2,409 | $17,692-86.4% | $16,305-85.2% | $12,624-80.9% |