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 | $67,914 | $77,899-12.8% | $149,673-54.6% | $75,163-9.6% |
| Participation rate | 57.8% | 65.6%-7.8pp | 78.8%-21.0pp | 67.2%-9.4pp |
| Annual return | 12.99% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,340 | $3,137-57.3% | $4,818-72.2% | $2,670-49.8% |
| Participant deferral / active EE | $3,025 | $3,411-11.3% | $5,680-46.7% | $4,125-26.7% |
| Admin fee / account holder | $9,185 | $5,956+54.2% | $13,210-30.5% | $5,651+62.5% |