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 3-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 | $16,912 | $88,710-80.9% | $81,783-79.3% | $145,959-88.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 7.21% | 1027.26%-1020.0pp | 775.05%-767.8pp | 561.95%-554.7pp |
| Employer contribution / active EE | $953 | $3,083-69.1% | $2,913-67.3% | $4,661-79.6% |
| Participant deferral / active EE | $2,230 | $4,645-52.0% | $4,320-48.4% | $6,689-66.7% |
| Admin fee / account holder | $3,605 | $8,407-57.1% | $7,380-51.1% | $13,398-73.1% |