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 8-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 | $54,543 | $55,415-1.6% | $155,509-64.9% | $74,495-26.8% |
| Participation rate | 38.8% | 61.9%-23.1pp | 78.2%-39.4pp | 67.2%-28.4pp |
| Annual return | 7.79% | 268.50%-260.7pp | 64.67%-56.9pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $1,388 | $2,267-38.8% | $4,672-70.3% | $2,623-47.1% |
| Participant deferral / active EE | $2,818 | $2,836-0.6% | $5,626-49.9% | $4,346-35.2% |
| Admin fee / account holder | $1,702 | $1,738-2.1% | $15,912-89.3% | $1,942-12.3% |