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 9-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 | $80,678 | $60,349+33.7% | $74,183+8.8% | $62,891+28.3% |
| Participation rate | 68.6% | 72.7%-4.2pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | -1.58% | 21.37%-23.0pp | 17.74%-19.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,461 | $2,856-13.8% | $3,550-30.7% | $3,203-23.2% |
| Admin fee / account holder | $11,351 | $4,261+166.4% | $5,586+103.2% | $4,296+164.2% |