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 | $78,625 | $157,256-50.0% | $141,162-44.3% | $152,861-48.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 3.36% | 64.32%-61.0pp | 71.39%-68.0pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,993 | $5,261-62.1% | $4,735-57.9% | $4,762-58.2% |
| Participant deferral / active EE | $3,903 | $7,109-45.1% | $6,709-41.8% | $5,850-33.3% |
| Admin fee / account holder | $19,877 | $12,120+64.0% | $10,261+93.7% | $11,596+71.4% |