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 | $73,174 | $114,381-36.0% | $107,525-31.9% | $142,382-48.6% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 3.03% | 242.71%-239.7pp | 181.32%-178.3pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,165 | $4,015-71.0% | $3,754-69.0% | $4,299-72.9% |
| Participant deferral / active EE | $4,934 | $5,564-11.3% | $5,116-3.6% | $6,507-24.2% |
| Admin fee / account holder | $1,310 | $9,860-86.7% | $8,919-85.3% | $12,624-89.6% |