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 | $68,132 | $99,918-31.8% | $81,382-16.3% | $145,922-53.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 7.03% | 34.32%-27.3pp | 24.73%-17.7pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,236 | $2,978-58.5% | $2,463-49.8% | $4,660-73.5% |
| Participant deferral / active EE | $1,382 | $4,605-70.0% | $3,883-64.4% | $6,688-79.3% |
| Admin fee / account holder | $4,692 | $8,212-42.9% | $5,768-18.7% | $13,397-65.0% |