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 | $186,144 | $100,773+84.7% | $88,946+109.3% | $142,382+30.7% |
| Participation rate | 47.1% | 74.3%-27.2pp | 68.8%-21.8pp | 80.1%-33.1pp |
| Annual return | 0.15% | 70.18%-70.0pp | 57.82%-57.7pp | 217.08%-216.9pp |
| Employer contribution / active EE | $1,081 | $2,918-62.9% | $2,555-57.7% | $4,299-74.8% |
| Participant deferral / active EE | $3,906 | $5,230-25.3% | $4,581-14.7% | $6,507-40.0% |
| Admin fee / account holder | $3,995 | $9,693-58.8% | $8,261-51.6% | $12,624-68.4% |