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 | $50,014 | $58,927-15.1% | $76,817-34.9% | $72,985-31.5% |
| Participation rate | 65.6% | 67.3%-1.7pp | 72.1%-6.5pp | 69.5%-3.9pp |
| Annual return | 3.18% | 2305.64%-2302.5pp | 1166.11%-1162.9pp | 81.00%-77.8pp |
| Employer contribution / active EE | $531 | $1,787-70.3% | $2,302-76.9% | $2,440-78.2% |
| Participant deferral / active EE | $1,409 | $2,690-47.6% | $3,336-57.8% | $3,607-60.9% |
| Admin fee / account holder | $382 | $4,013-90.5% | $6,420-94.0% | $5,124-92.5% |