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 | $23,692 | $53,777-55.9% | $134,143-82.3% | $79,858-70.3% |
| Participation rate | 48.3% | 58.8%-10.5pp | 72.2%-23.9pp | 69.6%-21.4pp |
| Annual return | 3.62% | 19.01%-15.4pp | 36.33%-32.7pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,032 | $1,321-21.9% | $3,704-72.1% | $2,471-58.2% |
| Participant deferral / active EE | $1,995 | $2,420-17.6% | $3,499-43.0% | $3,740-46.7% |
| Admin fee / account holder | $3,248 | $3,984-18.5% | $6,684-51.4% | $5,306-38.8% |