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 | $69,752 | $86,286-19.2% | $111,297-37.3% | $85,850-18.8% |
| Participation rate | 53.8% | 73.3%-19.5pp | 77.3%-23.5pp | 69.3%-15.5pp |
| Annual return | 9.17% | 19.99%-10.8pp | 54.65%-45.5pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,067 | $2,043-47.8% | $2,731-60.9% | $2,565-58.4% |
| Participant deferral / active EE | $3,040 | $3,641-16.5% | $4,487-32.3% | $3,952-23.1% |
| Admin fee / account holder | $438 | $8,188-94.7% | $7,964-94.5% | $6,260-93.0% |