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 9-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 | $104,372 | $127,065-17.9% | $113,168-7.8% | $142,382-26.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 9.55% | 24.03%-14.5pp | 24.27%-14.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,079 | $3,442-68.6% | $2,975-63.7% | $4,299-74.9% |
| Participant deferral / active EE | $3,120 | $5,716-45.4% | $5,107-38.9% | $6,507-52.1% |
| Admin fee / account holder | $10,000 | $15,736-36.5% | $12,068-17.1% | $12,624-20.8% |