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 | $18,818 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.22% | 38.43%-28.2pp | 35.69%-25.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,323 | $4,103-67.7% | $3,737-64.6% | $4,751-72.1% |
| Participant deferral / active EE | $10,532 | $5,454+93.1% | $4,878+115.9% | $6,710+57.0% |
| Admin fee / account holder | $20,842 | $7,877+164.6% | $6,730+209.7% | $11,403+82.8% |