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 | $79,699 | $73,933+7.8% | $96,683-17.6% | $75,163+6.0% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.7pp |
| Annual return | 8.09% | 26.70%-18.6pp | 35.69%-27.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,925 | $3,659+34.6% | $4,878+1.0% | $4,125+19.4% |
| Admin fee / account holder | $3,225 | $5,216-38.2% | $6,730-52.1% | $5,651-42.9% |