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 | $23,199 | $117,841-80.3% | $102,423-77.3% | $145,922-84.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.33% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,425 | $3,615-60.6% | $3,023-52.9% | $4,660-69.4% |
| Participant deferral / active EE | $2,490 | $5,731-56.6% | $5,053-50.7% | $6,688-62.8% |
| Admin fee / account holder | $8,445 | $13,326-36.6% | $9,451-10.6% | $13,397-37.0% |