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 | $72,910 | $59,101+23.4% | $77,163-5.5% | $75,163-3.0% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.6%-16.0pp | 67.2%-13.6pp |
| Annual return | 11.22% | 26.71%-15.5pp | 37.87%-26.6pp | 160.62%-149.4pp |
| Employer contribution / active EE | $507 | $1,995-74.6% | $2,535-80.0% | $2,670-81.0% |
| Participant deferral / active EE | $4,206 | $2,999+40.2% | $3,833+9.7% | $4,125+1.9% |
| Admin fee / account holder | $7,136 | $4,774+49.5% | $5,472+30.4% | $5,651+26.3% |