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 | $32,641 | $117,841-72.3% | $102,423-68.1% | $145,922-77.6% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 7.53% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,280 | $3,615-64.6% | $3,023-57.7% | $4,660-72.5% |
| Participant deferral / active EE | $2,743 | $5,731-52.1% | $5,053-45.7% | $6,688-59.0% |
| Admin fee / account holder | $4,650 | $13,326-65.1% | $9,451-50.8% | $13,397-65.3% |