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 | $34,088 | $80,724-57.8% | $103,333-67.0% | $74,495-54.2% |
| Participation rate | 31.5% | 65.7%-34.2pp | 74.5%-43.1pp | 67.2%-35.7pp |
| Annual return | 8.04% | 27.56%-19.5pp | 24.88%-16.8pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,133 | $3,157-64.1% | $3,868-70.7% | $2,623-56.8% |
| Participant deferral / active EE | $1,718 | $3,860-55.5% | $5,057-66.0% | $4,346-60.5% |
| Admin fee / account holder | $5,679 | $2,368+139.8% | $8,355-32.0% | $1,942+192.5% |