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 8-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 | $81,954 | $105,181-22.1% | $159,436-48.6% | $85,850-4.5% |
| Participation rate | 37.0% | 75.8%-38.7pp | 82.8%-45.8pp | 69.3%-32.3pp |
| Annual return | 8.15% | 45.07%-36.9pp | 263.57%-255.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,025 | $5,945-49.1% | $7,352-58.9% | $3,952-23.5% |
| Admin fee / account holder | $2,301 | $6,933-66.8% | $10,799-78.7% | $6,260-63.2% |