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 | $91,570 | $93,571-2.1% | $135,903-32.6% | $75,163+21.8% |
| Participation rate | 61.3% | 75.2%-13.9pp | 81.9%-20.6pp | 67.2%-5.9pp |
| Annual return | 2.53% | 30.90%-28.4pp | 68.23%-65.7pp | 160.62%-158.1pp |
| Employer contribution / active EE | $5,797 | $3,537+63.9% | $4,856+19.4% | $2,670+117.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,083 | $6,975-84.5% | $10,762-89.9% | $5,651-80.8% |