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 8-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 | $35,783 | $68,547-47.8% | $120,354-70.3% | $80,856-55.7% |
| Participation rate | 48.4% | 61.6%-13.2pp | 71.9%-23.5pp | 67.6%-19.3pp |
| Annual return | 9.55% | 23.60%-14.1pp | 107.15%-97.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,163 | $2,051-43.3% | $3,463-66.4% | $2,755-57.8% |
| Participant deferral / active EE | $2,608 | $3,173-17.8% | $4,991-47.8% | $4,296-39.3% |
| Admin fee / account holder | $329 | $5,732-94.3% | $9,423-96.5% | $6,918-95.2% |