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 | $53,676 | $57,065-5.9% | $75,670-29.1% | $70,131-23.5% |
| Participation rate | 57.1% | 68.1%-10.9pp | 72.3%-15.2pp | 69.5%-12.4pp |
| Annual return | 11.98% | 23.57%-11.6pp | 27.34%-15.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $941 | $1,817-48.2% | $2,352-60.0% | $2,342-59.8% |
| Participant deferral / active EE | $1,645 | $2,580-36.2% | $3,142-47.6% | $3,332-50.6% |
| Admin fee / account holder | $7,526 | $3,825+96.8% | $5,800+29.8% | $4,645+62.0% |