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 | $18,894 | $70,669-73.3% | $169,368-88.8% | $75,163-74.9% |
| Participation rate | 37.2% | 64.8%-27.6pp | 77.1%-39.9pp | 67.2%-30.0pp |
| Annual return | 13.11% | 36.36%-23.2pp | 405.60%-392.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,317 | $2,211-40.4% | $4,013-67.2% | $2,670-50.7% |
| Participant deferral / active EE | $1,706 | $4,311-60.4% | $6,221-72.6% | $4,125-58.6% |
| Admin fee / account holder | $3,752 | $5,402-30.5% | $9,003-58.3% | $5,651-33.6% |