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 | $34,352 | $96,305-64.3% | $80,569-57.4% | $139,434-75.4% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 8.38% | 1350.08%-1341.7pp | 935.43%-927.0pp | 372.94%-364.6pp |
| Employer contribution / active EE | $744 | $3,262-77.2% | $2,723-72.7% | $4,751-84.3% |
| Participant deferral / active EE | $4,788 | $5,232-8.5% | $4,447+7.7% | $6,710-28.6% |
| Admin fee / account holder | $18,238 | $6,599+176.4% | $5,377+239.2% | $11,403+59.9% |