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 | $59,476 | $159,602-62.7% | $150,045-60.4% | $142,382-58.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 6.90% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,621 | $4,961-47.2% | $4,693-44.2% | $4,299-39.0% |
| Participant deferral / active EE | $5,224 | $8,310-37.1% | $7,997-34.7% | $6,507-19.7% |
| Admin fee / account holder | $46,259 | $14,846+211.6% | $13,435+244.3% | $12,624+266.4% |