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 9-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 | $9,405 | $96,635-90.3% | $86,612-89.1% | $139,434-93.3% |
| Participation rate | 35.7% | 74.4%-38.7pp | 71.7%-36.0pp | 80.3%-44.6pp |
| Annual return | 10.23% | 106.41%-96.2pp | 591.07%-580.8pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,263 | $3,263-61.3% | $3,022-58.2% | $4,751-73.4% |
| Participant deferral / active EE | $1,416 | $4,836-70.7% | $4,438-68.1% | $6,710-78.9% |
| Admin fee / account holder | $12,757 | $6,408+99.1% | $5,614+127.2% | $11,403+11.9% |