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 | $73,465 | $210,648-65.1% | $177,989-58.7% | $145,922-49.7% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-21.9pp |
| Annual return | 6.40% | 385.86%-379.5pp | 294.48%-288.1pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,575 | $4,565-65.5% | $3,949-60.1% | $4,660-66.2% |
| Participant deferral / active EE | $2,702 | $6,958-61.2% | $6,276-56.9% | $6,688-59.6% |
| Admin fee / account holder | $1,389 | $12,013-88.4% | $10,363-86.6% | $13,397-89.6% |