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 | $55,915 | $76,552-27.0% | $123,892-54.9% | $62,891-11.1% |
| Participation rate | 61.8% | 73.0%-11.2pp | 81.4%-19.6pp | 69.3%-7.5pp |
| Annual return | 2.38% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.8pp |
| Employer contribution / active EE | $2,839 | $2,883-1.5% | $4,617-38.5% | $2,281+24.5% |
| Participant deferral / active EE | $5,277 | $4,840+9.0% | $5,984-11.8% | $3,203+64.8% |
| Admin fee / account holder | $4,189 | $4,826-13.2% | $8,357-49.9% | $4,296-2.5% |