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 | $64,353 | $50,385+27.7% | $75,670-15.0% | $62,292+3.3% |
| Participation rate | 54.5% | 67.7%-13.2pp | 72.3%-17.8pp | 69.5%-15.0pp |
| Annual return | 11.65% | 19.90%-8.2pp | 27.34%-15.7pp | 28.90%-17.2pp |
| Employer contribution / active EE | $688 | $1,537-55.2% | $2,352-70.7% | $2,042-66.3% |
| Participant deferral / active EE | $1,728 | $2,445-29.3% | $3,142-45.0% | $3,169-45.5% |
| Admin fee / account holder | $11,613 | $384+2922.9% | $5,800+100.2% | $479+2322.7% |