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 | $69,419 | $80,968-14.3% | $96,544-28.1% | $75,163-7.6% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 11.35% | 27.06%-15.7pp | 25.84%-14.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,851 | $2,282-18.9% | $2,965-37.6% | $2,670-30.7% |
| Participant deferral / active EE | $3,758 | $3,928-4.3% | $4,851-22.5% | $4,125-8.9% |
| Admin fee / account holder | $9,626 | $6,724+43.2% | $8,252+16.6% | $5,651+70.3% |