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 | $14,672 | $74,888-80.4% | $71,209-79.4% | $142,382-89.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 0.94% | 345.14%-344.2pp | 282.51%-281.6pp | 217.08%-216.1pp |
| Employer contribution / active EE | $7,750 | $2,854+171.5% | $2,721+184.8% | $4,299+80.3% |
| Participant deferral / active EE | $6,100 | $4,454+36.9% | $4,175+46.1% | $6,507-6.3% |
| Admin fee / account holder | $139,152 | $5,568+2399.0% | $5,349+2501.6% | $12,624+1002.3% |