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 9-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 | $46,196 | $176,662-73.9% | $130,648-64.6% | $152,861-69.8% |
| Participation rate | 12.5% | 79.0%-66.5pp | 71.7%-59.2pp | 82.4%-69.9pp |
| Annual return | 4.44% | 2692.24%-2687.8pp | 1708.96%-1704.5pp | 345.32%-340.9pp |
| Employer contribution / active EE | $667 | $5,742-88.4% | $4,092-83.7% | $4,762-86.0% |
| Participant deferral / active EE | $1,561 | $4,361-64.2% | $3,603-56.7% | $5,850-73.3% |
| Admin fee / account holder | $9,457 | $7,133+32.6% | $5,464+73.1% | $11,596-18.4% |