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 6-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 | $41,039 | $177,572-76.9% | $154,803-73.5% | $142,382-71.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 10.56% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,845 | $4,810-61.6% | $4,305-57.2% | $4,299-57.1% |
| Participant deferral / active EE | $4,636 | $6,272-26.1% | $5,540-16.3% | $6,507-28.8% |
| Admin fee / account holder | $37,215 | $16,786+121.7% | $14,329+159.7% | $12,624+194.8% |