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 | $67,902 | $89,753-24.3% | $107,525-36.8% | $84,808-19.9% |
| Participation rate | 39.0% | 68.1%-29.0pp | 75.1%-36.1pp | 68.3%-29.3pp |
| Annual return | 10.97% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,165 | $3,113-62.6% | $3,754-69.0% | $2,631-55.7% |
| Participant deferral / active EE | $2,074 | $4,056-48.9% | $5,116-59.5% | $4,212-50.8% |
| Admin fee / account holder | $15,768 | $7,222+118.3% | $8,919+76.8% | $7,344+114.7% |