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 7-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 | $78,502 | $80,717-2.7% | $154,803-49.3% | $84,808-7.4% |
| Participation rate | 17.1% | 66.8%-49.7pp | 78.1%-61.0pp | 68.3%-51.2pp |
| Annual return | 12.98% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $624 | $2,761-77.4% | $4,305-85.5% | $2,631-76.3% |
| Participant deferral / active EE | $2,262 | $3,303-31.5% | $5,540-59.2% | $4,212-46.3% |
| Admin fee / account holder | $10,390 | $6,746+54.0% | $14,329-27.5% | $7,344+41.5% |