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 | $51,731 | $77,503-33.3% | $100,391-48.5% | $80,856-36.0% |
| Participation rate | 63.2% | 76.9%-13.8pp | 81.5%-18.3pp | 67.6%-4.5pp |
| Annual return | 12.29% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,604 | $2,801-42.7% | $3,942-59.3% | $2,755-41.8% |
| Participant deferral / active EE | $3,156 | $6,820-53.7% | $8,082-61.0% | $4,296-26.5% |
| Admin fee / account holder | $2,342 | $5,897-60.3% | $7,899-70.3% | $6,918-66.1% |