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 | $23,600 | $54,705-56.9% | $71,209-66.9% | $84,808-72.2% |
| Participation rate | 32.1% | 64.1%-32.0pp | 73.8%-41.7pp | 68.3%-36.2pp |
| Annual return | 10.94% | 35.90%-25.0pp | 282.51%-271.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,112 | $2,158-48.5% | $2,721-59.1% | $2,631-57.7% |
| Participant deferral / active EE | $1,579 | $3,030-47.9% | $4,175-62.2% | $4,212-62.5% |
| Admin fee / account holder | $3,943 | $4,863-18.9% | $5,349-26.3% | $7,344-46.3% |