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 | $61,864 | $111,535-44.5% | $105,223-41.2% | $137,256-54.9% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.7pp | 80.0%-27.6pp |
| Annual return | 10.93% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,638 | $3,939-58.4% | $3,689-55.6% | $4,156-60.6% |
| Participant deferral / active EE | $4,078 | $5,500-25.9% | $5,072-19.6% | $6,407-36.4% |
| Admin fee / account holder | $2,964 | $9,721-69.5% | $8,859-66.5% | $12,270-75.8% |