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 | $69,295 | $115,770-40.1% | $101,248-31.6% | $158,922-56.4% |
| Participation rate | 30.4% | 79.4%-48.9pp | 75.8%-45.4pp | 82.0%-51.5pp |
| Annual return | 4.45% | 56.14%-51.7pp | 46.47%-42.0pp | 302.83%-298.4pp |
| Employer contribution / active EE | $908 | $4,175-78.2% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $2,630 | $4,957-46.9% | $4,370-39.8% | $5,982-56.0% |
| Admin fee / account holder | $183,344 | $7,245+2430.6% | $5,945+2983.7% | $11,246+1530.3% |