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 6-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 | $33,282 | $159,901-79.2% | $146,958-77.4% | $145,922-77.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 9.18% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,672 | $5,286-49.5% | $4,933-45.8% | $4,660-42.7% |
| Participant deferral / active EE | $3,788 | $8,428-55.1% | $8,070-53.1% | $6,688-43.4% |
| Admin fee / account holder | $14,528 | $15,044-3.4% | $12,998+11.8% | $13,397+8.4% |