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 | $33,486 | $48,230-30.6% | $67,502-50.4% | $80,856-58.6% |
| Participation rate | 69.5% | 66.4%+3.1pp | 72.9%-3.4pp | 67.6%+1.9pp |
| Annual return | 9.99% | 18.28%-8.3pp | 3512.12%-3502.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,229 | $2,020+10.4% | $2,731-18.4% | $2,755-19.1% |
| Participant deferral / active EE | $3,330 | $2,924+13.9% | $4,000-16.7% | $4,296-22.5% |
| Admin fee / account holder | $2,264 | $3,681-38.5% | $3,998-43.4% | $6,918-67.3% |