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 | $34,649 | $95,416-63.7% | $185,823-81.4% | $85,850-59.6% |
| Participation rate | 24.0% | 68.8%-44.8pp | 81.7%-57.7pp | 69.3%-45.3pp |
| Annual return | 10.61% | 23.59%-13.0pp | 122.05%-111.4pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,227 | $3,314-63.0% | $5,167-76.3% | $2,565-52.2% |
| Participant deferral / active EE | $2,836 | $3,423-17.2% | $5,568-49.1% | $3,952-28.2% |
| Admin fee / account holder | $516 | $7,213-92.8% | $16,237-96.8% | $6,260-91.8% |