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 | $34,435 | $107,334-67.9% | $92,893-62.9% | $152,861-77.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 6.08% | 145.58%-139.5pp | 109.41%-103.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $3,737 | $4,221-11.5% | $3,653+2.3% | $4,762-21.5% |
| Participant deferral / active EE | $5,293 | $4,845+9.3% | $4,236+24.9% | $5,850-9.5% |
| Admin fee / account holder | $15,863 | $7,079+124.1% | $5,794+173.8% | $11,596+36.8% |