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 7-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 | $29,548 | $109,817-73.1% | $98,442-70.0% | $167,490-82.4% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 8.42% | 1956.69%-1948.3pp | 1492.73%-1484.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $916 | $3,224-71.6% | $2,960-69.1% | $4,837-81.1% |
| Participant deferral / active EE | $2,245 | $4,673-52.0% | $4,276-47.5% | $6,341-64.6% |
| Admin fee / account holder | $324 | $6,753-95.2% | $5,949-94.6% | $12,309-97.4% |