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 | $90,193 | $117,983-23.6% | $101,794-11.4% | $142,382-36.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 8.63% | 36.92%-28.3pp | 30.53%-21.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,300 | $2,773-17.0% | $2,289+0.5% | $4,299-46.5% |
| Participant deferral / active EE | $2,300 | $4,714-51.2% | $4,084-43.7% | $6,507-64.7% |
| Admin fee / account holder | $44,948 | $10,433+330.8% | $8,777+412.1% | $12,624+256.1% |