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 | $63,401 | $81,248-22.0% | $155,509-59.2% | $80,856-21.6% |
| Participation rate | 45.2% | 66.2%-21.1pp | 78.2%-33.0pp | 67.6%-22.5pp |
| Annual return | 7.38% | 33.31%-25.9pp | 64.67%-57.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $552 | $3,100-82.2% | $4,672-88.2% | $2,755-80.0% |
| Participant deferral / active EE | $911 | $3,452-73.6% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $2,506 | $7,997-68.7% | $15,912-84.3% | $6,918-63.8% |