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 8-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 | $23,139 | $65,365-64.6% | $92,893-75.1% | $72,985-68.3% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 16.26% | 42.10%-25.8pp | 109.41%-93.2pp | 81.00%-64.7pp |
| Employer contribution / active EE | $4,446 | $2,594+71.4% | $3,653+21.7% | $2,440+82.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,065 | $4,251-27.9% | $5,794-47.1% | $5,124-40.2% |