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 4-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 | $184,294 | $177,572+3.8% | $154,803+19.1% | $142,382+29.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 0.70% | 65.07%-64.4pp | 58.88%-58.2pp | 217.08%-216.4pp |
| Employer contribution / active EE | $7,633 | $4,810+58.7% | $4,305+77.3% | $4,299+77.5% |
| Participant deferral / active EE | $12,067 | $6,272+92.4% | $5,540+117.8% | $6,507+85.4% |
| Admin fee / account holder | $8,835 | $16,786-47.4% | $14,329-38.3% | $12,624-30.0% |