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 6-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 | $58,941 | $62,573-5.8% | $85,682-31.2% | $85,850-31.3% |
| Participation rate | 53.4% | 61.1%-7.7pp | 69.9%-16.4pp | 69.3%-15.9pp |
| Annual return | 10.66% | 23.77%-13.1pp | 21.49%-10.8pp | 318.53%-307.9pp |
| Employer contribution / active EE | $434 | $1,757-75.3% | $2,618-83.4% | $2,565-83.1% |
| Participant deferral / active EE | $1,695 | $2,802-39.5% | $3,923-56.8% | $3,952-57.1% |
| Admin fee / account holder | $4,246 | $4,640-8.5% | $6,873-38.2% | $6,260-32.2% |