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 6-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 | $78,493 | $71,050+10.5% | $93,606-16.1% | $80,856-2.9% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 9.08% | 11.26%-2.2pp | 133.20%-124.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,159 | $1,564+102.0% | $2,420+30.6% | $2,755+14.7% |
| Participant deferral / active EE | $5,372 | $4,034+33.2% | $4,411+21.8% | $4,296+25.1% |
| Admin fee / account holder | $17,964 | $6,945+158.7% | $8,285+116.8% | $6,918+159.7% |