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 | $84,561 | $109,881-23.0% | $150,045-43.6% | $84,808-0.3% |
| Participation rate | 47.4% | 76.1%-28.7pp | 82.3%-35.0pp | 68.3%-20.9pp |
| Annual return | 9.56% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,342 | $3,561-62.3% | $4,693-71.4% | $2,631-49.0% |
| Participant deferral / active EE | $3,290 | $6,636-50.4% | $7,997-58.9% | $4,212-21.9% |
| Admin fee / account holder | $744 | $8,568-91.3% | $13,435-94.5% | $7,344-89.9% |