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 | $38,434 | $98,750-61.1% | $149,696-74.3% | $79,858-51.9% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.5%-27.5pp | 69.6%-14.6pp |
| Annual return | 11.88% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,333 | $3,216-58.5% | $4,644-71.3% | $2,471-46.0% |
| Participant deferral / active EE | $3,213 | $5,680-43.4% | $6,842-53.0% | $3,740-14.1% |
| Admin fee / account holder | $3,588 | $6,053-40.7% | $9,309-61.5% | $5,306-32.4% |