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 | $68,700 | $77,314-11.1% | $177,989-61.4% | $80,856-15.0% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 8.97% | 18.09%-9.1pp | 294.48%-285.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,137 | $2,292-50.4% | $3,949-71.2% | $2,755-58.7% |
| Participant deferral / active EE | $3,258 | $4,411-26.1% | $6,276-48.1% | $4,296-24.1% |
| Admin fee / account holder | $18,274 | $7,191+154.1% | $10,363+76.3% | $6,918+164.2% |