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 9-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 | $130,901 | $99,985+30.9% | $146,665-10.7% | $85,850+52.5% |
| Participation rate | 62.1% | 73.1%-11.0pp | 80.1%-18.0pp | 69.3%-7.2pp |
| Annual return | 10.48% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,884 | $2,559-26.4% | $4,136-54.4% | $2,565-26.5% |
| Participant deferral / active EE | $3,194 | $4,006-20.3% | $5,506-42.0% | $3,952-19.2% |
| Admin fee / account holder | $12,892 | $7,702+67.4% | $10,280+25.4% | $6,260+105.9% |