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 | $44,534 | $72,277-38.4% | $101,248-56.0% | $79,858-44.2% |
| Participation rate | 67.5% | 68.5%-0.9pp | 75.8%-8.3pp | 69.6%-2.1pp |
| Annual return | 9.41% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $970 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $2,559 | $3,282-22.0% | $4,370-41.5% | $3,740-31.6% |
| Admin fee / account holder | $4,150 | $4,400-5.7% | $5,945-30.2% | $5,306-21.8% |