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 | $38,986 | $93,571-58.3% | $135,903-71.3% | $75,163-48.1% |
| Participation rate | 47.5% | 75.2%-27.7pp | 81.9%-34.4pp | 67.2%-19.7pp |
| Annual return | 12.98% | 30.90%-17.9pp | 68.23%-55.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,387 | $3,537-60.8% | $4,856-71.4% | $2,670-48.1% |
| Participant deferral / active EE | $2,789 | $6,404-56.5% | $7,758-64.1% | $4,125-32.4% |
| Admin fee / account holder | $14,066 | $6,975+101.7% | $10,762+30.7% | $5,651+148.9% |