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 6-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 | $184,365 | $80,717+128.4% | $154,803+19.1% | $84,808+117.4% |
| Participation rate | 48.0% | 66.8%-18.8pp | 78.1%-30.1pp | 68.3%-20.3pp |
| Annual return | 12.26% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,578 | $2,761-6.6% | $4,305-40.1% | $2,631-2.0% |
| Participant deferral / active EE | $5,271 | $3,303+59.6% | $5,540-4.9% | $4,212+25.1% |
| Admin fee / account holder | $17,701 | $6,746+162.4% | $14,329+23.5% | $7,344+141.0% |