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 | $50,011 | $102,317-51.1% | $146,958-66.0% | $80,856-38.1% |
| Participation rate | 57.6% | 75.8%-18.3pp | 82.2%-24.6pp | 67.6%-10.1pp |
| Annual return | 10.99% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,408 | $3,713-35.2% | $4,933-51.2% | $2,755-12.6% |
| Participant deferral / active EE | $4,409 | $6,644-33.6% | $8,070-45.4% | $4,296+2.6% |
| Admin fee / account holder | $3,267 | $7,941-58.9% | $12,998-74.9% | $6,918-52.8% |