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 | $36,992 | $96,635-61.7% | $86,612-57.3% | $139,434-73.5% |
| Participation rate | 31.3% | 74.4%-43.2pp | 71.7%-40.4pp | 80.3%-49.1pp |
| Annual return | 9.50% | 106.41%-96.9pp | 591.07%-581.6pp | 372.94%-363.4pp |
| Employer contribution / active EE | $798 | $3,263-75.6% | $3,022-73.6% | $4,751-83.2% |
| Participant deferral / active EE | $1,866 | $4,836-61.4% | $4,438-58.0% | $6,710-72.2% |
| Admin fee / account holder | $11,986 | $6,408+87.0% | $5,614+113.5% | $11,403+5.1% |