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 | $16,251 | $72,400-77.6% | $67,502-75.9% | $145,922-88.9% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 7.69% | 7182.46%-7174.8pp | 3512.12%-3504.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $757 | $3,069-75.3% | $2,731-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $1,922 | $4,783-59.8% | $4,000-52.0% | $6,688-71.3% |
| Admin fee / account holder | $1,101 | $5,539-80.1% | $3,998-72.5% | $13,397-91.8% |