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 | $65,376 | $91,019-28.2% | $392,568-83.3% | $72,985-10.4% |
| Participation rate | 40.5% | 74.4%-33.8pp | 78.1%-37.5pp | 69.5%-28.9pp |
| Annual return | 14.11% | 20.00%-5.9pp | 24.42%-10.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,767 | $4,570-39.5% | $5,985-53.8% | $3,607-23.3% |
| Admin fee / account holder | $2,735 | $4,895-44.1% | $6,260-56.3% | $5,124-46.6% |