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 | $112,729-20.0% | $98,716-8.6% | $137,256-34.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 8.63% | 38.48%-29.8pp | 31.81%-23.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,300 | $2,725-15.6% | $2,279+0.9% | $4,156-44.7% |
| Participant deferral / active EE | $2,300 | $4,640-50.4% | $4,048-43.2% | $6,407-64.1% |
| Admin fee / account holder | $44,948 | $10,129+343.8% | $8,703+416.5% | $12,270+266.3% |