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 | $24,688 | $48,230-48.8% | $67,502-63.4% | $80,856-69.5% |
| Participation rate | 64.1% | 66.4%-2.3pp | 72.9%-8.8pp | 67.6%-3.5pp |
| Annual return | 8.88% | 18.28%-9.4pp | 3512.12%-3503.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,501 | $2,020-25.7% | $2,731-45.0% | $2,755-45.5% |
| Participant deferral / active EE | $979 | $2,924-66.5% | $4,000-75.5% | $4,296-77.2% |
| Admin fee / account holder | $3,924 | $3,681+6.6% | $3,998-1.8% | $6,918-43.3% |