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 | $42,753 | $95,803-55.4% | $113,168-62.2% | $84,808-49.6% |
| Participation rate | 65.6% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.7pp |
| Annual return | 8.21% | 25.00%-16.8pp | 24.27%-16.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $6,919 | $2,360+193.2% | $2,975+132.5% | $2,631+163.0% |
| Participant deferral / active EE | $2,633 | $4,242-37.9% | $5,107-48.4% | $4,212-37.5% |
| Admin fee / account holder | $8,329 | $8,989-7.3% | $12,068-31.0% | $7,344+13.4% |