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 | $59,547 | $73,933-19.5% | $96,683-38.4% | $75,163-20.8% |
| Participation rate | 69.8% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.6pp |
| Annual return | 8.53% | 26.70%-18.2pp | 35.69%-27.2pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,398 | $3,659+20.2% | $4,878-9.8% | $4,125+6.6% |
| Admin fee / account holder | $5,392 | $5,216+3.4% | $6,730-19.9% | $5,651-4.6% |