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 | $82,166 | $102,966-20.2% | $90,281-9.0% | $152,861-46.2% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.4%-40.3pp |
| Annual return | 10.17% | 95.16%-85.0pp | 78.10%-67.9pp | 345.32%-335.1pp |
| Employer contribution / active EE | $512 | $3,139-83.7% | $2,854-82.0% | $4,762-89.2% |
| Participant deferral / active EE | $3,009 | $4,281-29.7% | $3,885-22.5% | $5,850-48.6% |
| Admin fee / account holder | $879 | $6,171-85.8% | $5,351-83.6% | $11,596-92.4% |