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 | $169,161-75.8% | $129,295-68.4% | $145,959-72.0% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 7.51% | 14348.07%-14340.6pp | 9429.28%-9421.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $994 | $5,543-82.1% | $4,157-76.1% | $4,661-78.7% |
| Participant deferral / active EE | $2,545 | $4,989-49.0% | $4,169-39.0% | $6,689-61.9% |
| Admin fee / account holder | $390 | $9,878-96.0% | $7,665-94.9% | $13,398-97.1% |