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 | $19,620 | $27,915-29.7% | $58,482-66.5% | $75,163-73.9% |
| Participation rate | 56.3% | 38.8%+17.4pp | 50.9%+5.4pp | 67.2%-10.9pp |
| Annual return | 13.66% | 44.20%-30.5pp | 4239.32%-4225.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,284 | $669+91.9% | $1,053+21.9% | $2,670-51.9% |
| Participant deferral / active EE | $1,808 | $1,201+50.5% | $1,924-6.0% | $4,125-56.2% |
| Admin fee / account holder | $1,561 | $1,726-9.5% | $2,516-38.0% | $5,651-72.4% |