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 | $65,471 | $70,756-7.5% | $65,4930% | $142,382-54.0% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 5.50% | 1754.89%-1749.4pp | 982.45%-976.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,919 | $2,881+1.3% | $2,574+13.4% | $4,299-32.1% |
| Participant deferral / active EE | $3,846 | $4,637-17.1% | $3,961-2.9% | $6,507-40.9% |
| Admin fee / account holder | $5,855 | $6,559-10.7% | $5,028+16.4% | $12,624-53.6% |