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 9-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 | $91,978 | $80,717+14.0% | $154,803-40.6% | $84,808+8.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 78.1%-24.7pp | 68.3%-15.0pp |
| Annual return | 5.92% | 37.96%-32.0pp | 58.88%-53.0pp | 40.90%-35.0pp |
| Employer contribution / active EE | $1,987 | $2,761-28.0% | $4,305-53.9% | $2,631-24.5% |
| Participant deferral / active EE | $2,921 | $3,303-11.6% | $5,540-47.3% | $4,212-30.6% |
| Admin fee / account holder | $6,047 | $6,746-10.4% | $14,329-57.8% | $7,344-17.7% |