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 6-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 | $49,445 | $175,202-71.8% | $149,673-67.0% | $139,434-64.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 1.25% | 166.71%-165.5pp | 134.42%-133.2pp | 372.94%-371.7pp |
| Employer contribution / active EE | $7,770 | $5,474+41.9% | $4,818+61.3% | $4,751+63.5% |
| Participant deferral / active EE | $11,126 | $6,519+70.7% | $5,680+95.9% | $6,710+65.8% |
| Admin fee / account holder | $29,285 | $16,150+81.3% | $13,210+121.7% | $11,403+156.8% |