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 | $19,249 | $154,228-87.5% | $145,433-86.8% | $137,256-86.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.21% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,800 | $4,804-62.5% | $4,554-60.5% | $4,156-56.7% |
| Participant deferral / active EE | $4,513 | $8,216-45.1% | $7,897-42.9% | $6,407-29.6% |
| Admin fee / account holder | $55,846 | $14,344+289.3% | $13,129+325.4% | $12,270+355.1% |