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 6-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 | $60,035 | $89,753-33.1% | $107,525-44.2% | $84,808-29.2% |
| Participation rate | 53.6% | 68.1%-14.5pp | 75.1%-21.5pp | 68.3%-14.7pp |
| Annual return | 12.38% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,629 | $3,113-15.6% | $3,754-30.0% | $2,631-0.1% |
| Participant deferral / active EE | $5,019 | $4,056+23.7% | $5,116-1.9% | $4,212+19.2% |
| Admin fee / account holder | $8,727 | $7,222+20.8% | $8,919-2.1% | $7,344+18.8% |