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 | $29,245 | $105,181-72.2% | $159,436-81.7% | $85,850-65.9% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.8%-31.2pp | 69.3%-17.7pp |
| Annual return | 10.59% | 45.07%-34.5pp | 263.57%-253.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,142 | $3,318-35.4% | $4,829-55.6% | $2,565-16.5% |
| Participant deferral / active EE | $3,588 | $5,945-39.6% | $7,352-51.2% | $3,952-9.2% |
| Admin fee / account holder | $3,233 | $6,933-53.4% | $10,799-70.1% | $6,260-48.4% |