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 8-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 | $108,064 | $114,381-5.5% | $107,525+0.5% | $142,382-24.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 4.71% | 242.71%-238.0pp | 181.32%-176.6pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,569 | $4,015-60.9% | $3,754-58.2% | $4,299-63.5% |
| Participant deferral / active EE | $6,319 | $5,564+13.6% | $5,116+23.5% | $6,507-2.9% |
| Admin fee / account holder | $1,061 | $9,860-89.2% | $8,919-88.1% | $12,624-91.6% |