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 | $51,012 | $111,724-54.3% | $93,606-45.5% | $145,922-65.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.33% | 202.98%-195.7pp | 133.20%-125.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $793 | $3,090-74.3% | $2,420-67.2% | $4,660-83.0% |
| Participant deferral / active EE | $5,191 | $4,912+5.7% | $4,411+17.7% | $6,688-22.4% |
| Admin fee / account holder | $14,664 | $10,250+43.1% | $8,285+77.0% | $13,397+9.5% |