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 | $98,228 | $101,724-3.4% | $164,813-40.4% | $80,856+21.5% |
| Participation rate | 53.1% | 71.8%-18.7pp | 78.6%-25.5pp | 67.6%-14.5pp |
| Annual return | 6.18% | 16.72%-10.5pp | 69.93%-63.8pp | 35.59%-29.4pp |
| Employer contribution / active EE | $5,595 | $2,953+89.4% | $4,341+28.9% | $2,755+103.1% |
| Participant deferral / active EE | $7,241 | $4,477+61.7% | $6,031+20.1% | $4,296+68.6% |
| Admin fee / account holder | $41,065 | $8,227+399.1% | $12,690+223.6% | $6,918+493.6% |