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 | $26,599 | $106,515-75.0% | $96,683-72.5% | $139,434-80.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 7.78% | 38.43%-30.6pp | 35.69%-27.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,287 | $4,103-44.3% | $3,737-38.8% | $4,751-51.9% |
| Participant deferral / active EE | $3,685 | $5,454-32.4% | $4,878-24.5% | $6,710-45.1% |
| Admin fee / account holder | $14,525 | $7,877+84.4% | $6,730+115.8% | $11,403+27.4% |