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 | $32,655 | $127,065-74.3% | $113,168-71.1% | $142,382-77.1% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 8.49% | 24.03%-15.5pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $8,104 | $3,442+135.4% | $2,975+172.4% | $4,299+88.5% |
| Participant deferral / active EE | $5,429 | $5,716-5.0% | $5,107+6.3% | $6,507-16.6% |
| Admin fee / account holder | $313 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |