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 | $40,202 | $78,672-48.9% | $109,143-63.2% | $85,850-53.2% |
| Participation rate | 48.3% | 68.3%-20.0pp | 75.9%-27.6pp | 69.3%-21.0pp |
| Annual return | 7.45% | 25.09%-17.6pp | 25.75%-18.3pp | 318.53%-311.1pp |
| Employer contribution / active EE | $818 | $2,735-70.1% | $3,722-78.0% | $2,565-68.1% |
| Participant deferral / active EE | $1,544 | $3,467-55.5% | $4,653-66.8% | $3,952-60.9% |
| Admin fee / account holder | $6,224 | $5,469+13.8% | $6,752-7.8% | $6,260-0.6% |