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 | $80,968 | $109,413-26.0% | $156,263-48.2% | $84,808-4.5% |
| Participation rate | 58.3% | 72.7%-14.4pp | 78.9%-20.6pp | 68.3%-10.0pp |
| Annual return | 11.75% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,873 | $2,907-35.6% | $4,333-56.8% | $2,631-28.8% |
| Participant deferral / active EE | $3,971 | $4,590-13.5% | $6,158-35.5% | $4,212-5.7% |
| Admin fee / account holder | $2,907 | $9,357-68.9% | $14,255-79.6% | $7,344-60.4% |