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 | $41,990 | $183,519-77.1% | $155,509-73.0% | $145,922-71.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.19% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,434 | $5,313-73.0% | $4,672-69.3% | $4,660-69.2% |
| Participant deferral / active EE | $4,721 | $6,462-26.9% | $5,626-16.1% | $6,688-29.4% |
| Admin fee / account holder | $1,836 | $19,313-90.5% | $15,912-88.5% | $13,397-86.3% |