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 | $29,857 | $114,381-73.9% | $107,525-72.2% | $142,382-79.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 5.50% | 242.71%-237.2pp | 181.32%-175.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,397 | $4,015-40.3% | $3,754-36.1% | $4,299-44.3% |
| Participant deferral / active EE | $2,397 | $5,564-56.9% | $5,116-53.2% | $6,507-63.2% |
| Admin fee / account holder | $38,843 | $9,860+293.9% | $8,919+335.5% | $12,624+207.7% |