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 | $23,763 | $210,648-88.7% | $177,989-86.6% | $145,922-83.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 3.02% | 385.86%-382.8pp | 294.48%-291.5pp | 561.29%-558.3pp |
| Employer contribution / active EE | $1,753 | $4,565-61.6% | $3,949-55.6% | $4,660-62.4% |
| Participant deferral / active EE | $9,667 | $6,958+38.9% | $6,276+54.0% | $6,688+44.5% |
| Admin fee / account holder | $65,065 | $12,013+441.6% | $10,363+527.8% | $13,397+385.7% |