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 | $167,319 | $80,717+107.3% | $154,803+8.1% | $84,808+97.3% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-29.9pp | 68.3%-20.2pp |
| Annual return | 12.74% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,535 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $4,701 | $3,303+42.3% | $5,540-15.1% | $4,212+11.6% |
| Admin fee / account holder | $3,782 | $6,746-43.9% | $14,329-73.6% | $7,344-48.5% |