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 | $19,998 | $90,348-77.9% | $75,972-73.7% | $145,922-86.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 3.86% | 620.88%-617.0pp | 359.55%-355.7pp | 561.29%-557.4pp |
| Employer contribution / active EE | $1,017 | $3,311-69.3% | $2,685-62.1% | $4,660-78.2% |
| Participant deferral / active EE | $7,596 | $5,162+47.2% | $4,255+78.5% | $6,688+13.6% |
| Admin fee / account holder | $26,378 | $8,467+211.5% | $6,467+307.9% | $13,397+96.9% |