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 | $47,675 | $85,202-44.0% | $172,739-72.4% | $72,985-34.7% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.6%-26.0pp | 69.5%-12.8pp |
| Annual return | 14.71% | 27.32%-12.6pp | 802.84%-788.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,388 | $3,324-28.2% | $5,143-53.6% | $2,440-2.1% |
| Participant deferral / active EE | $3,412 | $3,260+4.7% | $5,198-34.3% | $3,607-5.4% |
| Admin fee / account holder | $195,308 | $5,884+3219.4% | $13,954+1299.7% | $5,124+3711.4% |