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 | $60,173 | $78,422-23.3% | $95,952-37.3% | $79,858-24.6% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.6pp | 69.6%-28.2pp |
| Annual return | 8.32% | 19.37%-11.1pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $950 | $1,945-51.2% | $2,541-62.6% | $2,471-61.5% |
| Participant deferral / active EE | $2,834 | $3,440-17.6% | $4,167-32.0% | $3,740-24.2% |
| Admin fee / account holder | $7,073 | $5,622+25.8% | $6,795+4.1% | $5,306+33.3% |