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 | $74,522 | $61,774+20.6% | $97,226-23.4% | $80,856-7.8% |
| Participation rate | 44.2% | 63.5%-19.3pp | 72.7%-28.5pp | 67.6%-23.5pp |
| Annual return | 9.19% | -557.90%+567.1pp | 75.13%-65.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,045 | $1,837-43.1% | $2,729-61.7% | $2,755-62.1% |
| Participant deferral / active EE | $3,054 | $3,029+0.8% | $4,264-28.4% | $4,296-28.9% |
| Admin fee / account holder | $2,906 | $5,166-43.7% | $5,654-48.6% | $6,918-58.0% |