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 5-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 | $56,980 | $58,627-2.8% | $76,735-25.7% | $82,448-30.9% |
| Participation rate | 52.0% | 63.2%-11.2pp | 69.5%-17.5pp | 68.1%-16.1pp |
| Annual return | 10.66% | 39.10%-28.4pp | 29.77%-19.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,725 | $1,729-0.3% | $2,454-29.7% | $2,551-32.4% |
| Participant deferral / active EE | $2,524 | $3,134-19.4% | $4,088-38.3% | $4,139-39.0% |
| Admin fee / account holder | $11,531 | $5,323+116.6% | $7,189+60.4% | $7,234+59.4% |