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 | $78,236 | $124,319-37.1% | $111,297-29.7% | $167,490-53.3% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 7.43% | 37.44%-30.0pp | 54.65%-47.2pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,129 | $3,435-67.1% | $2,731-58.7% | $4,837-76.7% |
| Participant deferral / active EE | $3,991 | $5,180-23.0% | $4,487-11.1% | $6,341-37.1% |
| Admin fee / account holder | $15,515 | $10,618+46.1% | $7,964+94.8% | $12,309+26.0% |