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 | $33,811 | $85,022-60.2% | $70,515-52.1% | $139,434-75.8% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 9.27% | 30.38%-21.1pp | 32.77%-23.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,439 | $3,909-63.2% | $2,973-51.6% | $4,751-69.7% |
| Participant deferral / active EE | $2,296 | $5,890-61.0% | $4,567-49.7% | $6,710-65.8% |
| Admin fee / account holder | $573 | $8,906-93.6% | $6,412-91.1% | $11,403-95.0% |