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 | $35,157 | $159,602-78.0% | $150,045-76.6% | $142,382-75.3% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.3%-29.7pp | 80.1%-27.5pp |
| Annual return | 12.35% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,664 | $4,961-66.5% | $4,693-64.5% | $4,299-61.3% |
| Participant deferral / active EE | $4,005 | $8,310-51.8% | $7,997-49.9% | $6,507-38.4% |
| Admin fee / account holder | $2,544 | $14,846-82.9% | $13,435-81.1% | $12,624-79.8% |