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 8-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 | $107,954 | $101,883+6.0% | $453,369-76.2% | $85,850+25.7% |
| Participation rate | 63.6% | 72.3%-8.7pp | 78.0%-14.4pp | 69.3%-5.7pp |
| Annual return | 11.55% | 25.38%-13.8pp | 64.40%-52.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,554 | $2,847-45.4% | $4,070-61.8% | $2,565-39.4% |
| Participant deferral / active EE | $3,440 | $4,782-28.1% | $6,209-44.6% | $3,952-13.0% |
| Admin fee / account holder | $22,733 | $5,706+298.4% | $11,209+102.8% | $6,260+263.2% |