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 | $77,547 | $77,145+0.5% | $108,410-28.5% | $85,850-9.7% |
| Participation rate | 39.2% | 74.7%-35.5pp | 80.1%-40.9pp | 69.3%-30.1pp |
| Annual return | 11.69% | 44.54%-32.9pp | 905.27%-893.6pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,428 | $2,379+2.1% | $3,558-31.8% | $2,565-5.3% |
| Participant deferral / active EE | $3,534 | $5,566-36.5% | $6,563-46.2% | $3,952-10.6% |
| Admin fee / account holder | $5,210 | $5,172+0.7% | $7,295-28.6% | $6,260-16.8% |