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 | $69,485 | $96,635-28.1% | $86,612-19.8% | $139,434-50.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 5.89% | 106.41%-100.5pp | 591.07%-585.2pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,095 | $3,263-66.4% | $3,022-63.8% | $4,751-76.9% |
| Participant deferral / active EE | $2,004 | $4,836-58.6% | $4,438-54.8% | $6,710-70.1% |
| Admin fee / account holder | $6,441 | $6,408+0.5% | $5,614+14.7% | $11,403-43.5% |