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 | $39,893 | $107,452-62.9% | $91,541-56.4% | $142,382-72.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 7.78% | 22.06%-14.3pp | 20.50%-12.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,446 | $2,994-51.7% | $2,505-42.3% | $4,299-66.4% |
| Participant deferral / active EE | $2,385 | $4,754-49.8% | $4,008-40.5% | $6,507-63.3% |
| Admin fee / account holder | $5,355 | $8,834-39.4% | $6,956-23.0% | $12,624-57.6% |