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 6-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 | $83,238 | $156,846-46.9% | $121,098-31.3% | $139,434-40.3% |
| Participation rate | 43.8% | 76.4%-32.7pp | 69.5%-25.7pp | 80.3%-36.6pp |
| Annual return | 3.49% | 1474.56%-1471.1pp | 985.75%-982.3pp | 372.94%-369.5pp |
| Employer contribution / active EE | $403 | $5,536-92.7% | $4,164-90.3% | $4,751-91.5% |
| Participant deferral / active EE | $510 | $4,844-89.5% | $4,080-87.5% | $6,710-92.4% |
| Admin fee / account holder | $331 | $6,946-95.2% | $5,644-94.1% | $11,403-97.1% |