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 | $44,866 | $90,348-50.3% | $75,972-40.9% | $145,922-69.3% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 2.59% | 620.88%-618.3pp | 359.55%-357.0pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,747 | $3,311-47.2% | $2,685-34.9% | $4,660-62.5% |
| Participant deferral / active EE | $2,095 | $5,162-59.4% | $4,255-50.8% | $6,688-68.7% |
| Admin fee / account holder | $9,693 | $8,467+14.5% | $6,467+49.9% | $13,397-27.7% |