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 | $76,879 | $177,572-56.7% | $154,803-50.3% | $142,382-46.0% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 8.77% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,639 | $4,810-65.9% | $4,305-61.9% | $4,299-61.9% |
| Participant deferral / active EE | $3,672 | $6,272-41.5% | $5,540-33.7% | $6,507-43.6% |
| Admin fee / account holder | $2,862 | $16,786-82.9% | $14,329-80.0% | $12,624-77.3% |