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 | $24,719 | $58,208-57.5% | $81,812-69.8% | $80,856-69.4% |
| Participation rate | 66.2% | 63.4%+2.8pp | 72.3%-6.2pp | 67.6%-1.5pp |
| Annual return | 9.83% | 41.66%-31.8pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,185 | $2,340-49.3% | $2,912-59.3% | $2,755-57.0% |
| Participant deferral / active EE | $2,061 | $3,281-37.2% | $4,319-52.3% | $4,296-52.0% |
| Admin fee / account holder | $3,817 | $4,981-23.4% | $7,386-48.3% | $6,918-44.8% |