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 | $90,627 | $159,602-43.2% | $150,045-39.6% | $142,382-36.3% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 7.12% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,257 | $4,961-54.5% | $4,693-51.9% | $4,299-47.5% |
| Participant deferral / active EE | $2,553 | $8,310-69.3% | $7,997-68.1% | $6,507-60.8% |
| Admin fee / account holder | $431 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |