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 | $57,590-24.2% | $86,233-49.4% | $82,448-47.0% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 11.87% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,303 | $1,655+39.1% | $2,504-8.1% | $2,551-9.7% |
| Participant deferral / active EE | $4,179 | $3,080+35.7% | $4,559-8.3% | $4,139+1.0% |
| Admin fee / account holder | $19,579 | $4,730+313.9% | $8,342+134.7% | $7,234+170.6% |