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 3-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 | $35,523 | $99,877-64.4% | $84,966-58.2% | $145,922-75.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 1.61% | 83.76%-82.1pp | 66.38%-64.8pp | 561.29%-559.7pp |
| Employer contribution / active EE | $3,418 | $3,231+5.8% | $2,727+25.3% | $4,660-26.7% |
| Participant deferral / active EE | $5,618 | $5,291+6.2% | $4,519+24.3% | $6,688-16.0% |
| Admin fee / account holder | $565,873 | $7,248+7707.5% | $6,149+9103.1% | $13,397+4123.9% |