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 | $25,769 | $88,751-71.0% | $81,812-68.5% | $145,922-82.3% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.3%-19.7pp | 80.3%-27.6pp |
| Annual return | 6.57% | 1025.40%-1018.8pp | 773.79%-767.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,175 | $3,083-61.9% | $2,912-59.7% | $4,660-74.8% |
| Participant deferral / active EE | $2,251 | $4,643-51.5% | $4,319-47.9% | $6,688-66.3% |
| Admin fee / account holder | $11,386 | $8,415+35.3% | $7,386+54.2% | $13,397-15.0% |