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 | $131,561 | $111,814+17.7% | $103,374+27.3% | $145,959-9.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.98% | 24.77%-18.8pp | 24.89%-18.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $7,575 | $4,214+79.8% | $3,869+95.8% | $4,661+62.5% |
| Participant deferral / active EE | $11,752 | $5,618+109.2% | $5,058+132.4% | $6,689+75.7% |
| Admin fee / account holder | $26,570 | $9,754+172.4% | $8,394+216.5% | $13,398+98.3% |