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 | $34,444 | $60,124-42.7% | $90,404-61.9% | $79,858-56.9% |
| Participation rate | 57.7% | 65.0%-7.3pp | 72.7%-15.0pp | 69.6%-11.9pp |
| Annual return | 8.87% | 71.94%-63.1pp | 1293.02%-1284.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,109 | $2,068-46.3% | $3,262-66.0% | $2,471-55.1% |
| Participant deferral / active EE | $2,717 | $2,938-7.5% | $3,963-31.5% | $3,740-27.4% |
| Admin fee / account holder | $5,522 | $3,976+38.9% | $5,611-1.6% | $5,306+4.1% |