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 | $71,005 | $165,984-57.2% | $164,813-56.9% | $145,922-51.3% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 6.99% | 100.03%-93.0pp | 69.93%-62.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,090 | $5,273-60.4% | $4,341-51.8% | $4,660-55.1% |
| Participant deferral / active EE | $2,762 | $6,959-60.3% | $6,031-54.2% | $6,688-58.7% |
| Admin fee / account holder | $103,639 | $16,648+522.5% | $12,690+716.7% | $13,397+673.6% |