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 | $43,371 | $111,814-61.2% | $103,374-58.0% | $145,959-70.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.98% | 24.77%-16.8pp | 24.89%-16.9pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,848 | $4,214-56.2% | $3,869-52.3% | $4,661-60.4% |
| Participant deferral / active EE | $3,544 | $5,618-36.9% | $5,058-29.9% | $6,689-47.0% |
| Admin fee / account holder | $70,542 | $9,754+623.2% | $8,394+740.4% | $13,398+426.5% |