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 5-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 | $71,245 | $100,773-29.3% | $88,946-19.9% | $142,382-50.0% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 0.66% | 70.18%-69.5pp | 57.82%-57.2pp | 217.08%-216.4pp |
| Employer contribution / active EE | $689 | $2,918-76.4% | $2,555-73.0% | $4,299-84.0% |
| Participant deferral / active EE | $3,384 | $5,230-35.3% | $4,581-26.1% | $6,507-48.0% |
| Admin fee / account holder | $8,905 | $9,693-8.1% | $8,261+7.8% | $12,624-29.5% |