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 9-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 | $27,173 | $165,335-83.6% | $149,696-81.8% | $158,922-82.9% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 2.18% | 348.15%-346.0pp | 276.60%-274.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,316 | $5,103-74.2% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $3,210 | $7,181-55.3% | $6,842-53.1% | $5,982-46.3% |
| Admin fee / account holder | $1,235 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |