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 | $70,820 | $88,751-20.2% | $81,812-13.4% | $145,922-51.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.72% | 1025.40%-1017.7pp | 773.79%-766.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,816 | $3,083-41.1% | $2,912-37.6% | $4,660-61.0% |
| Participant deferral / active EE | $4,504 | $4,643-3.0% | $4,319+4.3% | $6,688-32.7% |
| Admin fee / account holder | $1,024 | $8,415-87.8% | $7,386-86.1% | $13,397-92.4% |