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 5-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 | $47,376 | $183,519-74.2% | $155,509-69.5% | $145,922-67.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 4.01% | 61.17%-57.2pp | 64.67%-60.7pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,279 | $5,313-75.9% | $4,672-72.6% | $4,660-72.6% |
| Participant deferral / active EE | $7,241 | $6,462+12.1% | $5,626+28.7% | $6,688+8.3% |
| Admin fee / account holder | $869 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |