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 | $63,726 | $202,432-68.5% | $169,368-62.4% | $139,434-54.3% |
| Participation rate | 58.3% | 81.1%-22.7pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 7.34% | 531.74%-524.4pp | 405.60%-398.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,021 | $4,692-56.9% | $4,013-49.6% | $4,751-57.5% |
| Participant deferral / active EE | $3,825 | $6,938-44.9% | $6,221-38.5% | $6,710-43.0% |
| Admin fee / account holder | $624 | $10,708-94.2% | $9,003-93.1% | $11,403-94.5% |