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 | $25,192 | $73,933-65.9% | $96,683-73.9% | $75,163-66.5% |
| Participation rate | 37.9% | 66.4%-28.5pp | 74.3%-36.4pp | 67.2%-29.3pp |
| Annual return | 12.78% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,205 | $2,928-58.8% | $3,737-67.7% | $2,670-54.9% |
| Participant deferral / active EE | $2,638 | $3,659-27.9% | $4,878-45.9% | $4,125-36.1% |
| Admin fee / account holder | $2,878 | $5,216-44.8% | $6,730-57.2% | $5,651-49.1% |