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 | $54,110 | $177,572-69.5% | $154,803-65.0% | $142,382-62.0% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 6.34% | 65.07%-58.7pp | 58.88%-52.5pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,493 | $4,810-69.0% | $4,305-65.3% | $4,299-65.3% |
| Participant deferral / active EE | $3,892 | $6,272-37.9% | $5,540-29.8% | $6,507-40.2% |
| Admin fee / account holder | $97,022 | $16,786+478.0% | $14,329+577.1% | $12,624+668.6% |