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 | $37,927 | $86,286-56.0% | $111,297-65.9% | $85,850-55.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 7.72% | 19.99%-12.3pp | 54.65%-46.9pp | 318.53%-310.8pp |
| Employer contribution / active EE | $1,062 | $2,043-48.0% | $2,731-61.1% | $2,565-58.6% |
| Participant deferral / active EE | $2,262 | $3,641-37.9% | $4,487-49.6% | $3,952-42.8% |
| Admin fee / account holder | $7,602 | $8,188-7.2% | $7,964-4.5% | $6,260+21.4% |