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 8-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 | $90,555 | $175,202-48.3% | $149,673-39.5% | $139,434-35.1% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 8.51% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,952 | $5,474-64.3% | $4,818-59.5% | $4,751-58.9% |
| Participant deferral / active EE | $5,532 | $6,519-15.1% | $5,680-2.6% | $6,710-17.6% |
| Admin fee / account holder | $2,070 | $16,150-87.2% | $13,210-84.3% | $11,403-81.8% |