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 | $49,956 | $77,503-35.5% | $100,391-50.2% | $80,856-38.2% |
| Participation rate | 43.3% | 76.9%-33.6pp | 81.5%-38.1pp | 67.6%-24.3pp |
| Annual return | 10.25% | 37.20%-27.0pp | 49.20%-39.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,236 | $2,801-55.9% | $3,942-68.7% | $2,755-55.1% |
| Participant deferral / active EE | $3,609 | $6,820-47.1% | $8,082-55.3% | $4,296-16.0% |
| Admin fee / account holder | $14,768 | $5,897+150.4% | $7,899+87.0% | $6,918+113.5% |