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 | $66,835 | $81,208-17.7% | $98,907-32.4% | $79,858-16.3% |
| Participation rate | 67.5% | 72.5%-5.0pp | 76.0%-8.5pp | 69.6%-2.1pp |
| Annual return | 7.30% | 60.99%-53.7pp | 196.43%-189.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,329 | $1,960-32.2% | $2,689-50.6% | $2,471-46.2% |
| Participant deferral / active EE | $3,465 | $3,265+6.1% | $4,244-18.4% | $3,740-7.3% |
| Admin fee / account holder | $53,721 | $6,013+793.4% | $6,642+708.9% | $5,306+912.4% |