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 | $3,028 | $72,071-95.8% | $68,368-95.6% | $137,256-97.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 7.49% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,277 | $2,788-18.3% | $2,649-14.0% | $4,156-45.2% |
| Participant deferral / active EE | $3,558 | $4,410-19.3% | $4,123-13.7% | $6,407-44.5% |
| Admin fee / account holder | $55,095 | $5,336+932.6% | $5,150+969.8% | $12,270+349.0% |