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 8-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 | $66,818 | $88,710-24.7% | $81,783-18.3% | $145,959-54.2% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 3.41% | 1027.26%-1023.8pp | 775.05%-771.6pp | 561.95%-558.5pp |
| Employer contribution / active EE | $732 | $3,083-76.2% | $2,913-74.9% | $4,661-84.3% |
| Participant deferral / active EE | $4,517 | $4,645-2.8% | $4,320+4.6% | $6,689-32.5% |
| Admin fee / account holder | $5,963 | $8,407-29.1% | $7,380-19.2% | $13,398-55.5% |