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 | $82,261 | $93,571-12.1% | $135,903-39.5% | $75,163+9.4% |
| Participation rate | 60.5% | 75.2%-14.7pp | 81.9%-21.4pp | 67.2%-6.7pp |
| Annual return | 8.35% | 30.90%-22.6pp | 68.23%-59.9pp | 160.62%-152.3pp |
| Employer contribution / active EE | $4,966 | $3,537+40.4% | $4,856+2.3% | $2,670+86.0% |
| Participant deferral / active EE | $5,847 | $6,404-8.7% | $7,758-24.6% | $4,125+41.8% |
| Admin fee / account holder | $5,146 | $6,975-26.2% | $10,762-52.2% | $5,651-8.9% |