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 | $65,104 | $79,171-17.8% | $102,423-36.4% | $74,495-12.6% |
| Participation rate | 54.9% | 74.8%-19.9pp | 76.5%-21.6pp | 67.2%-12.3pp |
| Annual return | 10.87% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,347 | $2,362-43.0% | $3,023-55.4% | $2,623-48.6% |
| Participant deferral / active EE | $4,989 | $4,415+13.0% | $5,053-1.3% | $4,346+14.8% |
| Admin fee / account holder | $15,199 | $2,001+659.7% | $9,451+60.8% | $1,942+682.8% |