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 | $55,773 | $80,968-31.1% | $96,544-42.2% | $75,163-25.8% |
| Participation rate | 45.7% | 71.8%-26.1pp | 76.0%-30.2pp | 67.2%-21.5pp |
| Annual return | 11.08% | 27.06%-16.0pp | 25.84%-14.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,401 | $2,282-38.6% | $2,965-52.8% | $2,670-47.5% |
| Participant deferral / active EE | $2,104 | $3,928-46.4% | $4,851-56.6% | $4,125-49.0% |
| Admin fee / account holder | $2,749 | $6,724-59.1% | $8,252-66.7% | $5,651-51.4% |