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 8-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 | $49,466 | $177,572-72.1% | $154,803-68.0% | $142,382-65.3% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 8.94% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,006 | $4,810-58.3% | $4,305-53.4% | $4,299-53.3% |
| Participant deferral / active EE | $4,235 | $6,272-32.5% | $5,540-23.6% | $6,507-34.9% |
| Admin fee / account holder | $21,974 | $16,786+30.9% | $14,329+53.4% | $12,624+74.1% |