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 | $170,926 | $67,411+153.6% | $91,001+87.8% | $70,131+143.7% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 10.57% | -40.16%+50.7pp | 4.60%+6.0pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,411 | $1,786-21.0% | $2,456-42.6% | $2,342-39.8% |
| Participant deferral / active EE | $5,439 | $2,823+92.7% | $3,547+53.3% | $3,332+63.3% |
| Admin fee / account holder | $15,946 | $4,236+276.4% | $5,417+194.4% | $4,645+243.3% |