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 7-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 | $79,615 | $172,111-53.7% | $150,298-47.0% | $137,256-42.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 7.23% | 69.37%-62.1pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,951 | $4,636-14.8% | $4,154-4.9% | $4,156-4.9% |
| Participant deferral / active EE | $8,998 | $6,166+45.9% | $5,453+65.0% | $6,407+40.4% |
| Admin fee / account holder | $436 | $16,471-97.4% | $14,116-96.9% | $12,270-96.4% |