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 | $52,434 | $159,934-67.2% | $147,005-64.3% | $145,959-64.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.73% | 98.24%-92.5pp | 418.76%-413.0pp | 561.95%-556.2pp |
| Employer contribution / active EE | $2,625 | $5,287-50.4% | $4,934-46.8% | $4,661-43.7% |
| Participant deferral / active EE | $3,000 | $8,427-64.4% | $8,070-62.8% | $6,689-55.1% |
| Admin fee / account holder | $14,000 | $15,053-7.0% | $13,006+7.6% | $13,398+4.5% |