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 7-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 | $65,199 | $81,460-20.0% | $103,333-36.9% | $80,856-19.4% |
| Participation rate | 48.3% | 66.8%-18.6pp | 74.5%-26.2pp | 67.6%-19.4pp |
| Annual return | 7.64% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $879 | $3,105-71.7% | $3,868-77.3% | $2,755-68.1% |
| Participant deferral / active EE | $3,517 | $3,869-9.1% | $5,057-30.5% | $4,296-18.1% |
| Admin fee / account holder | $8,289 | $6,566+26.2% | $8,355-0.8% | $6,918+19.8% |