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 6-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 | $91,566 | $80,968+13.1% | $96,544-5.2% | $75,163+21.8% |
| Participation rate | 67.2% | 71.8%-4.6pp | 76.0%-8.8pp | 67.2%0pp |
| Annual return | 11.43% | 27.06%-15.6pp | 25.84%-14.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,130 | $3,928+5.1% | $4,851-14.9% | $4,125+0.1% |
| Admin fee / account holder | $4,701 | $6,724-30.1% | $8,252-43.0% | $5,651-16.8% |