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 | $124,532 | $68,719+81.2% | $91,541+36.0% | $84,808+46.8% |
| Participation rate | 41.2% | 64.5%-23.3pp | 69.8%-28.6pp | 68.3%-27.1pp |
| Annual return | 10.24% | 19.12%-8.9pp | 20.50%-10.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,112 | $1,920-42.1% | $2,505-55.6% | $2,631-57.8% |
| Participant deferral / active EE | $2,316 | $3,136-26.1% | $4,008-42.2% | $4,212-45.0% |
| Admin fee / account holder | $5,809 | $5,786+0.4% | $6,956-16.5% | $7,344-20.9% |