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 | $46,718 | $165,912-71.8% | $122,332-61.8% | $147,584-68.3% |
| Participation rate | 27.3% | 79.6%-52.3pp | 71.6%-44.4pp | 82.8%-55.6pp |
| Annual return | 5.77% | 34.55%-28.8pp | 30.27%-24.5pp | 578.55%-572.8pp |
| Employer contribution / active EE | $349 | $5,754-93.9% | $4,050-91.4% | $4,876-92.9% |
| Participant deferral / active EE | $369 | $4,005-90.8% | $3,287-88.8% | $5,439-93.2% |
| Admin fee / account holder | $6,242 | $7,424-15.9% | $5,478+13.9% | $10,885-42.7% |