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 | $44,856 | $72,400-38.0% | $67,502-33.5% | $145,922-69.3% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 5.40% | 7182.46%-7177.1pp | 3512.12%-3506.7pp | 561.29%-555.9pp |
| Employer contribution / active EE | $923 | $3,069-69.9% | $2,731-66.2% | $4,660-80.2% |
| Participant deferral / active EE | $2,401 | $4,783-49.8% | $4,000-40.0% | $6,688-64.1% |
| Admin fee / account holder | $454 | $5,539-91.8% | $3,998-88.6% | $13,397-96.6% |