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 8-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 | $101,780 | $95,803+6.2% | $113,168-10.1% | $84,808+20.0% |
| Participation rate | 42.3% | 72.9%-30.6pp | 76.6%-34.3pp | 68.3%-26.0pp |
| Annual return | 11.04% | 25.00%-14.0pp | 24.27%-13.2pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,600 | $2,360-32.2% | $2,975-46.2% | $2,631-39.2% |
| Participant deferral / active EE | $3,291 | $4,242-22.4% | $5,107-35.6% | $4,212-21.9% |
| Admin fee / account holder | $15,903 | $8,989+76.9% | $12,068+31.8% | $7,344+116.6% |