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 | $112,649 | $76,367+47.5% | $93,606+20.3% | $72,985+54.3% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.5%-7.9pp |
| Annual return | 9.29% | 25.82%-16.5pp | 32.76%-23.5pp | 81.00%-71.7pp |
| Employer contribution / active EE | $1,407 | $2,275-38.2% | $2,718-48.2% | $2,440-42.3% |
| Participant deferral / active EE | $3,908 | $3,538+10.5% | $4,069-3.9% | $3,607+8.3% |
| Admin fee / account holder | $8,195 | $6,838+19.8% | $7,888+3.9% | $5,124+59.9% |