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 | $81,790 | $159,602-48.8% | $150,045-45.5% | $142,382-42.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 7.84% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,140 | $4,961-56.9% | $4,693-54.4% | $4,299-50.2% |
| Participant deferral / active EE | $6,144 | $8,310-26.1% | $7,997-23.2% | $6,507-5.6% |
| Admin fee / account holder | $4,517 | $14,846-69.6% | $13,435-66.4% | $12,624-64.2% |