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 | $58,326 | $127,065-54.1% | $113,168-48.5% | $142,382-59.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 2.20% | 24.03%-21.8pp | 24.27%-22.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,370 | $3,442-60.2% | $2,975-54.0% | $4,299-68.1% |
| Participant deferral / active EE | $2,252 | $5,716-60.6% | $5,107-55.9% | $6,507-65.4% |
| Admin fee / account holder | $1,342 | $15,736-91.5% | $12,068-88.9% | $12,624-89.4% |