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 | $74,915 | $58,523+28.0% | $99,443-24.7% | $72,985+2.6% |
| Participation rate | 35.2% | 64.6%-29.5pp | 73.8%-38.7pp | 69.5%-34.3pp |
| Annual return | 16.00% | 28.51%-12.5pp | 30.72%-14.7pp | 81.00%-65.0pp |
| Employer contribution / active EE | $894 | $1,512-40.9% | $2,540-64.8% | $2,440-63.4% |
| Participant deferral / active EE | $2,049 | $2,606-21.4% | $3,619-43.4% | $3,607-43.2% |
| Admin fee / account holder | $5,906 | $4,102+44.0% | $6,250-5.5% | $5,124+15.2% |