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 9-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 | $12,867 | $109,817-88.3% | $98,442-86.9% | $167,490-92.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 6.81% | 1956.69%-1949.9pp | 1492.73%-1485.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $553 | $3,224-82.8% | $2,960-81.3% | $4,837-88.6% |
| Participant deferral / active EE | $1,478 | $4,673-68.4% | $4,276-65.4% | $6,341-76.7% |
| Admin fee / account holder | $1,949 | $6,753-71.1% | $5,949-67.2% | $12,309-84.2% |