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 8-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 | $25,005 | $148,534-83.2% | $135,903-81.6% | $139,434-82.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.91% | 79.19%-69.3pp | 68.23%-58.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,672 | $5,243-49.0% | $4,856-45.0% | $4,751-43.7% |
| Participant deferral / active EE | $2,609 | $8,100-67.8% | $7,758-66.4% | $6,710-61.1% |
| Admin fee / account holder | $21,186 | $12,400+70.9% | $10,762+96.9% | $11,403+85.8% |