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 | $27,648 | $81,233-66.0% | $155,567-82.2% | $80,874-65.8% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.6%-10.5pp |
| Annual return | 3.65% | 33.33%-29.7pp | 64.74%-61.1pp | 35.62%-32.0pp |
| Employer contribution / active EE | $896 | $3,101-71.1% | $4,674-80.8% | $2,756-67.5% |
| Participant deferral / active EE | $2,064 | $3,452-40.2% | $5,628-63.3% | $4,297-52.0% |
| Admin fee / account holder | $1,139 | $7,998-85.8% | $15,916-92.8% | $6,935-83.6% |