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 | $46,614 | $109,413-57.4% | $156,263-70.2% | $84,808-45.0% |
| Participation rate | 55.2% | 72.7%-17.5pp | 78.9%-23.7pp | 68.3%-13.1pp |
| Annual return | 8.89% | 20.18%-11.3pp | 59.47%-50.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $6,233 | $2,907+114.4% | $4,333+43.9% | $2,631+136.9% |
| Participant deferral / active EE | $3,624 | $4,590-21.0% | $6,158-41.2% | $4,212-14.0% |
| Admin fee / account holder | $3,327 | $9,357-64.4% | $14,255-76.7% | $7,344-54.7% |