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 7-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 | $87,554 | $80,968+8.1% | $96,544-9.3% | $75,163+16.5% |
| Participation rate | 60.3% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.8pp |
| Annual return | 10.70% | 27.06%-16.4pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,212 | $2,282-46.9% | $2,965-59.1% | $2,670-54.6% |
| Participant deferral / active EE | $3,533 | $3,928-10.1% | $4,851-27.2% | $4,125-14.4% |
| Admin fee / account holder | $16,696 | $6,724+148.3% | $8,252+102.3% | $5,651+195.5% |