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 | $49,038 | $117,841-58.4% | $102,423-52.1% | $145,922-66.4% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 3.47% | 31.65%-28.2pp | 29.32%-25.9pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,591 | $3,615-56.0% | $3,023-47.4% | $4,660-65.9% |
| Participant deferral / active EE | $4,504 | $5,731-21.4% | $5,053-10.9% | $6,688-32.7% |
| Admin fee / account holder | $4,506 | $13,326-66.2% | $9,451-52.3% | $13,397-66.4% |