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 | $39,040 | $60,323-35.3% | $81,812-52.3% | $74,495-47.6% |
| Participation rate | 22.3% | 62.9%-40.6pp | 72.3%-50.1pp | 67.2%-44.9pp |
| Annual return | 8.79% | 16.90%-8.1pp | 773.79%-765.0pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $503 | $2,620-80.8% | $2,912-82.7% | $2,623-80.8% |
| Participant deferral / active EE | $1,228 | $3,387-63.7% | $4,319-71.6% | $4,346-71.7% |
| Admin fee / account holder | $3,981 | $1,486+167.9% | $7,386-46.1% | $1,942+105.0% |