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 | $20,771 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.1%-9.9pp | 80.1%-11.9pp |
| Annual return | 7.28% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,463 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $4,593 | $6,272-26.8% | $5,540-17.1% | $6,507-29.4% |
| Admin fee / account holder | $23,234 | $16,786+38.4% | $14,329+62.1% | $12,624+84.1% |