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 | $138,466 | $54,705+153.1% | $71,209+94.4% | $84,808+63.3% |
| Participation rate | 45.9% | 64.1%-18.2pp | 73.8%-27.9pp | 68.3%-22.4pp |
| Annual return | 11.38% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,251 | $2,158+4.3% | $2,721-17.3% | $2,631-14.4% |
| Participant deferral / active EE | $3,719 | $3,030+22.7% | $4,175-10.9% | $4,212-11.7% |
| Admin fee / account holder | $12,551 | $4,863+158.1% | $5,349+134.7% | $7,344+70.9% |