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 | $49,832 | $40,256+23.8% | $57,343-13.1% | $59,632-16.4% |
| Participation rate | 64.1% | 69.2%-5.1pp | 75.1%-11.0pp | 68.7%-4.6pp |
| Annual return | -3.54% | 27.49%-31.0pp | 24.39%-27.9pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $2,082 | $1,922+8.3% | $2,689-22.6% | $2,203-5.5% |
| Participant deferral / active EE | $2,253 | $2,399-6.1% | $3,162-28.8% | $3,192-29.4% |
| Admin fee / account holder | $1,048 | $2,818-62.8% | $3,356-68.8% | $4,297-75.6% |