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 | $50,144 | $78,422-36.1% | $95,952-47.7% | $79,858-37.2% |
| Participation rate | 35.7% | 73.5%-37.8pp | 77.1%-41.4pp | 69.6%-33.9pp |
| Annual return | 6.67% | 19.37%-12.7pp | 91.61%-84.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,381 | $1,945-29.0% | $2,541-45.6% | $2,471-44.1% |
| Participant deferral / active EE | $3,074 | $3,440-10.6% | $4,167-26.2% | $3,740-17.8% |
| Admin fee / account holder | $2,211 | $5,622-60.7% | $6,795-67.5% | $5,306-58.3% |