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 6-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 | $76,604 | $159,901-52.1% | $146,958-47.9% | $145,922-47.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 3.21% | 98.13%-94.9pp | 418.34%-415.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,763 | $5,286-66.6% | $4,933-64.3% | $4,660-62.2% |
| Participant deferral / active EE | $6,563 | $8,428-22.1% | $8,070-18.7% | $6,688-1.9% |
| Admin fee / account holder | $448 | $15,044-97.0% | $12,998-96.6% | $13,397-96.7% |