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 | $42,765 | $80,673-47.0% | $101,326-57.8% | $84,808-49.6% |
| Participation rate | 52.7% | 77.8%-25.1pp | 81.5%-28.8pp | 68.3%-15.6pp |
| Annual return | 9.05% | 38.95%-29.9pp | 36.82%-27.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,914 | $2,698-29.1% | $3,665-47.8% | $2,631-27.3% |
| Participant deferral / active EE | $4,010 | $6,840-41.4% | $7,994-49.8% | $4,212-4.8% |
| Admin fee / account holder | $26,738 | $12,784+109.1% | $11,185+139.0% | $7,344+264.1% |