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 6-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 | $45,022 | $80,968-44.4% | $96,544-53.4% | $75,163-40.1% |
| Participation rate | 43.9% | 71.8%-27.9pp | 76.0%-32.1pp | 67.2%-23.3pp |
| Annual return | 9.26% | 27.06%-17.8pp | 25.84%-16.6pp | 160.62%-151.4pp |
| Employer contribution / active EE | $887 | $2,282-61.1% | $2,965-70.1% | $2,670-66.8% |
| Participant deferral / active EE | $2,278 | $3,928-42.0% | $4,851-53.0% | $4,125-44.8% |
| Admin fee / account holder | $11,612 | $6,724+72.7% | $8,252+40.7% | $5,651+105.5% |