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 | $57,281 | $108,825-47.4% | $156,181-63.3% | $82,448-30.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 6.44% | 20.59%-14.1pp | 64.87%-58.4pp | 41.64%-35.2pp |
| Employer contribution / active EE | $1,691 | $2,870-41.1% | $4,294-60.6% | $2,551-33.7% |
| Participant deferral / active EE | $3,095 | $4,577-32.4% | $6,132-49.5% | $4,139-25.2% |
| Admin fee / account holder | $2,989 | $9,341-68.0% | $14,586-79.5% | $7,234-58.7% |