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 3-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 | $64,167 | $62,573+2.5% | $85,682-25.1% | $85,850-25.3% |
| Participation rate | 34.5% | 61.1%-26.7pp | 69.9%-35.4pp | 69.3%-34.8pp |
| Annual return | 7.52% | 23.77%-16.3pp | 21.49%-14.0pp | 318.53%-311.0pp |
| Employer contribution / active EE | $1,128 | $1,757-35.8% | $2,618-56.9% | $2,565-56.0% |
| Participant deferral / active EE | $2,780 | $2,802-0.8% | $3,923-29.1% | $3,952-29.7% |
| Admin fee / account holder | $3,602 | $4,640-22.4% | $6,873-47.6% | $6,260-42.5% |