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 8-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 | $42,571 | $58,523-27.3% | $99,443-57.2% | $72,985-41.7% |
| Participation rate | 69.2% | 64.6%+4.6pp | 73.8%-4.6pp | 69.5%-0.3pp |
| Annual return | 11.87% | 28.51%-16.6pp | 30.72%-18.8pp | 81.00%-69.1pp |
| Employer contribution / active EE | $1,057 | $1,512-30.1% | $2,540-58.4% | $2,440-56.7% |
| Participant deferral / active EE | $2,116 | $2,606-18.8% | $3,619-41.5% | $3,607-41.3% |
| Admin fee / account holder | $761 | $4,102-81.4% | $6,250-87.8% | $5,124-85.1% |