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 | $45,758 | $165,984-72.4% | $164,813-72.2% | $145,922-68.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.48% | 100.03%-91.6pp | 69.93%-61.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,555 | $5,273-70.5% | $4,341-64.2% | $4,660-66.6% |
| Participant deferral / active EE | $2,333 | $6,959-66.5% | $6,031-61.3% | $6,688-65.1% |
| Admin fee / account holder | $744 | $16,648-95.5% | $12,690-94.1% | $13,397-94.4% |