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 7-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 | $77,166 | $95,453-19.2% | $112,040-31.1% | $82,448-6.4% |
| Participation rate | 62.2% | 72.8%-10.6pp | 76.5%-14.3pp | 68.1%-5.9pp |
| Annual return | 5.07% | 23.92%-18.9pp | 24.52%-19.4pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,653 | $2,318-28.7% | $2,954-44.0% | $2,551-35.2% |
| Participant deferral / active EE | $2,535 | $4,224-40.0% | $5,098-50.3% | $4,139-38.8% |
| Admin fee / account holder | $12,316 | $9,013+36.6% | $12,098+1.8% | $7,234+70.2% |