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 | $45,536 | $209,411-78.3% | $178,490-74.5% | $158,922-71.3% |
| Participation rate | 65.2% | 86.3%-21.1pp | 81.9%-16.7pp | 82.0%-16.7pp |
| Annual return | 3.67% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,205 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $2,398 | $5,954-59.7% | $5,202-53.9% | $5,982-59.9% |
| Admin fee / account holder | $1,220 | $17,074-92.9% | $13,984-91.3% | $11,246-89.1% |