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 6-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 | $54,424 | $54,705-0.5% | $71,209-23.6% | $84,808-35.8% |
| Participation rate | 54.5% | 64.1%-9.5pp | 73.8%-19.2pp | 68.3%-13.8pp |
| Annual return | 11.54% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,448 | $2,158-32.9% | $2,721-46.8% | $2,631-45.0% |
| Participant deferral / active EE | $1,559 | $3,030-48.6% | $4,175-62.7% | $4,212-63.0% |
| Admin fee / account holder | $7,433 | $4,863+52.8% | $5,349+39.0% | $7,344+1.2% |