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 | $75,627 | $80,968-6.6% | $96,544-21.7% | $75,163+0.6% |
| Participation rate | 51.2% | 71.8%-20.6pp | 76.0%-24.8pp | 67.2%-16.0pp |
| Annual return | 10.08% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,231 | $2,282-46.0% | $2,965-58.5% | $2,670-53.9% |
| Participant deferral / active EE | $3,176 | $3,928-19.1% | $4,851-34.5% | $4,125-23.0% |
| Admin fee / account holder | $325 | $6,724-95.2% | $8,252-96.1% | $5,651-94.3% |