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 9-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 | $90,299 | $56,053+61.1% | $75,972+18.9% | $80,856+11.7% |
| Participation rate | 55.9% | 62.0%-6.1pp | 69.1%-13.1pp | 67.6%-11.7pp |
| Annual return | 9.55% | 20.53%-11.0pp | 359.55%-350.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $863 | $1,874-54.0% | $2,685-67.9% | $2,755-68.7% |
| Participant deferral / active EE | $2,692 | $3,052-11.8% | $4,255-36.7% | $4,296-37.3% |
| Admin fee / account holder | $24,828 | $5,234+374.4% | $6,467+283.9% | $6,918+258.9% |