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 | $27,759 | $106,515-73.9% | $96,683-71.3% | $139,434-80.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 10.08% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,492 | $4,103-63.6% | $3,737-60.1% | $4,751-68.6% |
| Participant deferral / active EE | $1,575 | $5,454-71.1% | $4,878-67.7% | $6,710-76.5% |
| Admin fee / account holder | $30,355 | $7,877+285.4% | $6,730+351.1% | $11,403+166.2% |