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 7-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 | $25,979 | $88,751-70.7% | $81,812-68.2% | $145,922-82.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 2.86% | 1025.40%-1022.5pp | 773.79%-770.9pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,500 | $3,083-51.4% | $2,912-48.5% | $4,660-67.8% |
| Participant deferral / active EE | $9,375 | $4,643+101.9% | $4,319+117.1% | $6,688+40.2% |
| Admin fee / account holder | $30,391 | $8,415+261.1% | $7,386+311.5% | $13,397+126.8% |