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 | $89,139 | $109,881-18.9% | $150,045-40.6% | $84,808+5.1% |
| Participation rate | 51.0% | 76.1%-25.1pp | 82.3%-31.3pp | 68.3%-17.3pp |
| Annual return | 12.16% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,408 | $3,561-4.3% | $4,693-27.4% | $2,631+29.6% |
| Participant deferral / active EE | $5,053 | $6,636-23.9% | $7,997-36.8% | $4,212+20.0% |
| Admin fee / account holder | $19,945 | $8,568+132.8% | $13,435+48.5% | $7,344+171.6% |