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 | $99,684 | $22,587+341.3% | $65,255+52.8% | $75,163+32.6% |
| Participation rate | 44.2% | 63.1%-18.9pp | 65.0%-20.7pp | 67.2%-23.0pp |
| Annual return | 13.36% | 71.03%-57.7pp | 47.35%-34.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $608 | $941-35.4% | $1,691-64.1% | $2,670-77.2% |
| Participant deferral / active EE | $1,679 | $1,695-1.0% | $2,831-40.7% | $4,125-59.3% |
| Admin fee / account holder | $1,431 | $1,876-23.7% | $4,112-65.2% | $5,651-74.7% |