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 | $74,087 | $102,317-27.6% | $146,958-49.6% | $80,856-8.4% |
| Participation rate | 56.6% | 75.8%-19.2pp | 82.2%-25.6pp | 67.6%-11.0pp |
| Annual return | 10.92% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,096 | $3,713+10.3% | $4,933-17.0% | $2,755+48.7% |
| Participant deferral / active EE | $5,602 | $6,644-15.7% | $8,070-30.6% | $4,296+30.4% |
| Admin fee / account holder | $6,398 | $7,941-19.4% | $12,998-50.8% | $6,918-7.5% |