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 | $21,192 | $90,397-76.6% | $76,002-72.1% | $145,959-85.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 3.05% | 621.97%-618.9pp | 360.07%-357.0pp | 561.95%-558.9pp |
| Employer contribution / active EE | $1,108 | $3,317-66.6% | $2,688-58.8% | $4,661-76.2% |
| Participant deferral / active EE | $4,155 | $5,163-19.5% | $4,257-2.4% | $6,689-37.9% |
| Admin fee / account holder | $39,966 | $8,369+377.5% | $6,414+523.1% | $13,398+198.3% |