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 | $43,794 | $148,534-70.5% | $135,903-67.8% | $139,434-68.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 7.22% | 79.19%-72.0pp | 68.23%-61.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,360 | $5,243-74.1% | $4,856-72.0% | $4,751-71.4% |
| Participant deferral / active EE | $7,131 | $8,100-12.0% | $7,758-8.1% | $6,710+6.3% |
| Admin fee / account holder | $45,030 | $12,400+263.2% | $10,762+318.4% | $11,403+294.9% |