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 | $80,092 | $101,724-21.3% | $164,813-51.4% | $80,856-0.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 3.87% | 16.72%-12.8pp | 69.93%-66.1pp | 35.59%-31.7pp |
| Employer contribution / active EE | $3,743 | $2,953+26.7% | $4,341-13.8% | $2,755+35.9% |
| Participant deferral / active EE | $4,550 | $4,477+1.6% | $6,031-24.6% | $4,296+5.9% |
| Admin fee / account holder | $167,609 | $8,227+1937.2% | $12,690+1220.8% | $6,918+2322.8% |