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 | $37,042 | $52,450-29.4% | $129,295-71.4% | $74,546-50.3% |
| Participation rate | 33.8% | 53.8%-20.1pp | 69.6%-35.8pp | 67.2%-33.4pp |
| Annual return | 11.50% | 15.65%-4.1pp | 9429.28%-9417.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $823 | $1,532-46.3% | $4,157-80.2% | $2,624-68.6% |
| Participant deferral / active EE | $1,856 | $2,797-33.7% | $4,169-55.5% | $4,347-57.3% |
| Admin fee / account holder | $20,924 | $2,636+693.8% | $7,665+173.0% | $1,944+976.6% |