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 | $12,709 | $56,114-77.4% | $96,139-86.8% | $85,850-85.2% |
| Participation rate | 36.4% | 56.7%-20.4pp | 68.4%-32.1pp | 69.3%-33.0pp |
| Annual return | 8.69% | 42.30%-33.6pp | 191.94%-183.3pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,047 | $1,620-35.3% | $2,797-62.6% | $2,565-59.2% |
| Participant deferral / active EE | $1,645 | $2,859-42.5% | $4,349-62.2% | $3,952-58.4% |
| Admin fee / account holder | $475 | $3,768-87.4% | $5,537-91.4% | $6,260-92.4% |