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 | $62,446 | $165,912-62.4% | $122,332-49.0% | $147,584-57.7% |
| Participation rate | 46.7% | 79.6%-32.9pp | 71.6%-25.0pp | 82.8%-36.2pp |
| Annual return | 6.67% | 34.55%-27.9pp | 30.27%-23.6pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,445 | $5,754-57.5% | $4,050-39.6% | $4,876-49.9% |
| Participant deferral / active EE | $970 | $4,005-75.8% | $3,287-70.5% | $5,439-82.2% |
| Admin fee / account holder | $1,952 | $7,424-73.7% | $5,478-64.4% | $10,885-82.1% |