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 | $50,008 | $124,185-59.7% | $108,410-53.9% | $167,490-70.1% |
| Participation rate | 20.0% | 82.3%-62.3pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 1.84% | 1379.64%-1377.8pp | 905.27%-903.4pp | 478.56%-476.7pp |
| Employer contribution / active EE | $488 | $4,187-88.3% | $3,558-86.3% | $4,837-89.9% |
| Participant deferral / active EE | $4,550 | $6,908-34.1% | $6,563-30.7% | $6,341-28.2% |
| Admin fee / account holder | $9,163 | $9,455-3.1% | $7,295+25.6% | $12,309-25.6% |