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 5-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 | $37,160 | $106,584-65.1% | $101,326-63.3% | $142,382-73.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 11.83% | 36.93%-25.1pp | 36.82%-25.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,049 | $3,956-22.9% | $3,665-16.8% | $4,299-29.1% |
| Participant deferral / active EE | $6,373 | $8,297-23.2% | $7,994-20.3% | $6,507-2.1% |
| Admin fee / account holder | $11,196 | $11,446-2.2% | $11,185+0.1% | $12,624-11.3% |