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 | $82,167 | $159,602-48.5% | $150,045-45.2% | $142,382-42.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 11.30% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,550 | $4,961-68.8% | $4,693-67.0% | $4,299-63.9% |
| Participant deferral / active EE | $5,950 | $8,310-28.4% | $7,997-25.6% | $6,507-8.6% |
| Admin fee / account holder | $3,225 | $14,846-78.3% | $13,435-76.0% | $12,624-74.5% |