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 | $20,728 | $149,040-86.1% | $120,225-82.8% | $137,256-84.9% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 6.06% | 605.68%-599.6pp | 439.23%-433.2pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,075 | $4,350-75.3% | $3,475-69.1% | $4,156-74.1% |
| Participant deferral / active EE | $1,976 | $4,655-57.5% | $3,999-50.6% | $6,407-69.2% |
| Admin fee / account holder | $560 | $6,348-91.2% | $5,696-90.2% | $12,270-95.4% |