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 9-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 | $15,400 | $49,227-68.7% | $70,449-78.1% | $79,858-80.7% |
| Participation rate | 52.9% | 69.2%-16.3pp | 75.1%-22.2pp | 69.6%-16.8pp |
| Annual return | 1.14% | 30.06%-28.9pp | 109.03%-107.9pp | 31.71%-30.6pp |
| Employer contribution / active EE | $1,726 | $2,099-17.8% | $2,737-36.9% | $2,471-30.2% |
| Participant deferral / active EE | $2,705 | $2,768-2.3% | $3,709-27.1% | $3,740-27.7% |
| Admin fee / account holder | $3,479 | $2,878+20.9% | $3,845-9.5% | $5,306-34.4% |