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 | $50,497 | $100,754-49.9% | $86,677-41.7% | $134,475-62.4% |
| Participation rate | 21.4% | 78.9%-57.5pp | 76.6%-55.1pp | 81.2%-59.8pp |
| Annual return | -21.72% | 29.04%-50.8pp | 35.91%-57.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $920 | $3,489-73.6% | $2,836-67.5% | $4,740-80.6% |
| Participant deferral / active EE | $2,912 | $5,338-45.4% | $4,656-37.5% | $6,400-54.5% |
| Admin fee / account holder | $11,220 | $10,926+2.7% | $7,493+49.7% | $11,426-1.8% |