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 | $32,161 | $71,050-54.7% | $93,606-65.6% | $80,856-60.2% |
| Participation rate | 57.9% | 60.4%-2.5pp | 68.7%-10.8pp | 67.6%-9.7pp |
| Annual return | 9.82% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $518 | $1,564-66.9% | $2,420-78.6% | $2,755-81.2% |
| Participant deferral / active EE | $4,167 | $4,034+3.3% | $4,411-5.5% | $4,296-3.0% |
| Admin fee / account holder | $6,211 | $6,945-10.6% | $8,285-25.0% | $6,918-10.2% |