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 | $40,883 | $169,032-75.8% | $129,207-68.4% | $145,922-72.0% |
| Participation rate | 55.0% | 76.4%-21.4pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 7.51% | 14330.11%-14322.6pp | 9417.33%-9409.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $994 | $5,537-82.1% | $4,153-76.1% | $4,660-78.7% |
| Participant deferral / active EE | $2,545 | $4,987-49.0% | $4,168-38.9% | $6,688-61.9% |
| Admin fee / account holder | $390 | $9,954-96.1% | $7,715-94.9% | $13,397-97.1% |