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 | $52,368 | $93,571-44.0% | $135,903-61.5% | $75,163-30.3% |
| Participation rate | 54.3% | 75.2%-20.9pp | 81.9%-27.6pp | 67.2%-12.9pp |
| Annual return | 14.78% | 30.90%-16.1pp | 68.23%-53.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,383 | $3,537-32.6% | $4,856-50.9% | $2,670-10.8% |
| Participant deferral / active EE | $5,154 | $6,404-19.5% | $7,758-33.6% | $4,125+24.9% |
| Admin fee / account holder | $5,355 | $6,975-23.2% | $10,762-50.2% | $5,651-5.2% |