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 | $70,137 | $65,390+7.3% | $169,368-58.6% | $71,457-1.8% |
| Participation rate | 53.9% | 67.0%-13.0pp | 77.1%-23.2pp | 67.9%-14.0pp |
| Annual return | 4.94% | 21.31%-16.4pp | 405.60%-400.7pp | 28.85%-23.9pp |
| Employer contribution / active EE | $1,994 | $2,079-4.1% | $4,013-50.3% | $2,588-22.9% |
| Participant deferral / active EE | $3,710 | $4,367-15.0% | $6,221-40.4% | $4,289-13.5% |
| Admin fee / account holder | $2,335 | $1,324+76.3% | $9,003-74.1% | $1,587+47.1% |