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 | $55,198 | $81,208-32.0% | $98,907-44.2% | $79,858-30.9% |
| Participation rate | 45.3% | 72.5%-27.2pp | 76.0%-30.7pp | 69.6%-24.3pp |
| Annual return | 10.00% | 60.99%-51.0pp | 196.43%-186.4pp | 31.71%-21.7pp |
| Employer contribution / active EE | $900 | $1,960-54.1% | $2,689-66.5% | $2,471-63.6% |
| Participant deferral / active EE | $1,522 | $3,265-53.4% | $4,244-64.1% | $3,740-59.3% |
| Admin fee / account holder | $650 | $6,013-89.2% | $6,642-90.2% | $5,306-87.7% |