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 | $62,556 | $114,381-45.3% | $107,525-41.8% | $142,382-56.1% |
| Participation rate | 45.5% | 78.1%-32.7pp | 75.1%-29.6pp | 80.1%-34.7pp |
| Annual return | 9.39% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,388 | $4,015-40.5% | $3,754-36.4% | $4,299-44.4% |
| Participant deferral / active EE | $5,962 | $5,564+7.2% | $5,116+16.5% | $6,507-8.4% |
| Admin fee / account holder | $45,731 | $9,860+363.8% | $8,919+412.8% | $12,624+262.3% |