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 | $68,326 | $65,365+4.5% | $92,893-26.4% | $72,985-6.4% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 15.35% | 42.10%-26.8pp | 109.41%-94.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $810 | $2,594-68.8% | $3,653-77.8% | $2,440-66.8% |
| Participant deferral / active EE | $3,178 | $3,128+1.6% | $4,236-25.0% | $3,607-11.9% |
| Admin fee / account holder | $6,590 | $4,251+55.0% | $5,794+13.7% | $5,124+28.6% |