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 8-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 | $81,980 | $111,535-26.5% | $105,223-22.1% | $137,256-40.3% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 11.12% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,164 | $3,939-70.5% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $5,710 | $5,500+3.8% | $5,072+12.6% | $6,407-10.9% |
| Admin fee / account holder | $5,481 | $9,721-43.6% | $8,859-38.1% | $12,270-55.3% |