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 | $54,881 | $185,822-70.5% | $169,993-67.7% | $139,434-60.6% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 8.70% | 60.50%-51.8pp | 53.37%-44.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $2,496 | $7,590-67.1% | $6,785-63.2% | $4,751-47.5% |
| Participant deferral / active EE | $5,276 | $11,622-54.6% | $10,408-49.3% | $6,710-21.4% |
| Admin fee / account holder | $2,142 | $15,381-86.1% | $12,815-83.3% | $11,403-81.2% |