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 | $40,610 | $179,726-77.4% | $156,263-74.0% | $142,382-71.5% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.9%-25.6pp | 80.1%-26.8pp |
| Annual return | 8.70% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,920 | $5,069-62.1% | $4,333-55.7% | $4,299-55.3% |
| Participant deferral / active EE | $3,604 | $6,956-48.2% | $6,158-41.5% | $6,507-44.6% |
| Admin fee / account holder | $51,440 | $17,272+197.8% | $14,255+260.9% | $12,624+307.5% |