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 | $67,984 | $96,635-29.6% | $86,612-21.5% | $139,434-51.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 4.39% | 106.41%-102.0pp | 591.07%-586.7pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,159 | $3,263-64.5% | $3,022-61.7% | $4,751-75.6% |
| Participant deferral / active EE | $2,125 | $4,836-56.1% | $4,438-52.1% | $6,710-68.3% |
| Admin fee / account holder | $67,392 | $6,408+951.7% | $5,614+1100.4% | $11,403+491.0% |