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 | $79,711 | $89,753-11.2% | $107,525-25.9% | $84,808-6.0% |
| Participation rate | 63.3% | 68.1%-4.7pp | 75.1%-11.7pp | 68.3%-5.0pp |
| Annual return | 0.58% | 29.48%-28.9pp | 181.32%-180.7pp | 40.90%-40.3pp |
| Employer contribution / active EE | $5,413 | $3,113+73.8% | $3,754+44.2% | $2,631+105.7% |
| Participant deferral / active EE | $6,658 | $4,056+64.2% | $5,116+30.2% | $4,212+58.1% |
| Admin fee / account holder | $3,999 | $7,222-44.6% | $8,919-55.2% | $7,344-45.5% |