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 | $14,925 | $85,022-82.4% | $70,515-78.8% | $139,434-89.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 9.94% | 30.38%-20.4pp | 32.77%-22.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,658 | $3,909-32.0% | $2,973-10.6% | $4,751-44.1% |
| Participant deferral / active EE | $7,486 | $5,890+27.1% | $4,567+63.9% | $6,710+11.6% |
| Admin fee / account holder | $17,670 | $8,906+98.4% | $6,412+175.6% | $11,403+55.0% |