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 | $80,284 | $169,032-52.5% | $129,207-37.9% | $145,922-45.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 3.44% | 14330.11%-14326.7pp | 9417.33%-9413.9pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,925 | $5,537-47.2% | $4,153-29.6% | $4,660-37.2% |
| Participant deferral / active EE | $2,925 | $4,987-41.4% | $4,168-29.8% | $6,688-56.3% |
| Admin fee / account holder | $1,413 | $9,954-85.8% | $7,715-81.7% | $13,397-89.5% |