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 9-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 | $32,668 | $169,032-80.7% | $129,207-74.7% | $145,922-77.6% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 6.66% | 14330.11%-14323.5pp | 9417.33%-9410.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $783 | $5,537-85.9% | $4,153-81.2% | $4,660-83.2% |
| Participant deferral / active EE | $821 | $4,987-83.5% | $4,168-80.3% | $6,688-87.7% |
| Admin fee / account holder | $774 | $9,954-92.2% | $7,715-90.0% | $13,397-94.2% |