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 | $97,669 | $81,233+20.2% | $155,567-37.2% | $80,874+20.8% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 9.26% | 33.33%-24.1pp | 64.74%-55.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,650 | $3,101-14.6% | $4,674-43.3% | $2,756-3.9% |
| Participant deferral / active EE | $7,278 | $3,452+110.8% | $5,628+29.3% | $4,297+69.4% |
| Admin fee / account holder | $27,957 | $7,998+249.6% | $15,916+75.7% | $6,935+303.1% |