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 | $31,558 | $99,877-68.4% | $84,966-62.9% | $145,922-78.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 6.58% | 83.76%-77.2pp | 66.38%-59.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $791 | $3,231-75.5% | $2,727-71.0% | $4,660-83.0% |
| Participant deferral / active EE | $2,911 | $5,291-45.0% | $4,519-35.6% | $6,688-56.5% |
| Admin fee / account holder | $32,145 | $7,248+343.5% | $6,149+422.8% | $13,397+139.9% |