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 6-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 | $13,665 | $96,635-85.9% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 10.54% | 106.41%-95.9pp | 591.07%-580.5pp | 372.94%-362.4pp |
| Employer contribution / active EE | $668 | $3,263-79.5% | $3,022-77.9% | $4,751-85.9% |
| Participant deferral / active EE | $1,235 | $4,836-74.5% | $4,438-72.2% | $6,710-81.6% |
| Admin fee / account holder | $9,676 | $6,408+51.0% | $5,614+72.3% | $11,403-15.1% |