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 | $43,671 | $60,022-27.2% | $88,946-50.9% | $84,808-48.5% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 11.87% | 22.43%-10.6pp | 57.82%-46.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,303 | $1,703+35.2% | $2,555-9.9% | $2,631-12.5% |
| Participant deferral / active EE | $4,179 | $3,114+34.2% | $4,581-8.8% | $4,212-0.8% |
| Admin fee / account holder | $19,579 | $4,811+307.0% | $8,261+137.0% | $7,344+166.6% |