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 8-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 | $29,854 | $65,409-54.4% | $98,442-69.7% | $85,850-65.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.6pp |
| Annual return | 11.00% | 21.76%-10.8pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,325 | $2,168-38.9% | $2,960-55.2% | $2,565-48.4% |
| Participant deferral / active EE | $2,448 | $3,166-22.7% | $4,276-42.8% | $3,952-38.1% |
| Admin fee / account holder | $3,699 | $4,593-19.5% | $5,949-37.8% | $6,260-40.9% |