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 7-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 | $80,413 | $172,111-53.3% | $150,298-46.5% | $137,256-41.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 7.89% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,876 | $4,636-38.0% | $4,154-30.8% | $4,156-30.8% |
| Participant deferral / active EE | $8,784 | $6,166+42.5% | $5,453+61.1% | $6,407+37.1% |
| Admin fee / account holder | $2,887 | $16,471-82.5% | $14,116-79.5% | $12,270-76.5% |