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 | $89,566 | $111,814-19.9% | $103,374-13.4% | $145,959-38.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 7.19% | 24.77%-17.6pp | 24.89%-17.7pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,397 | $4,214-66.9% | $3,869-63.9% | $4,661-70.0% |
| Participant deferral / active EE | $5,032 | $5,618-10.4% | $5,058-0.5% | $6,689-24.8% |
| Admin fee / account holder | $1,910 | $9,754-80.4% | $8,394-77.2% | $13,398-85.7% |