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 | $45,058 | $118,450-62.0% | $98,439-54.2% | $139,434-67.7% |
| Participation rate | 61.9% | 77.4%-15.5pp | 75.2%-13.3pp | 80.3%-18.4pp |
| Annual return | 2.32% | 18.94%-16.6pp | 21.16%-18.8pp | 372.94%-370.6pp |
| Employer contribution / active EE | $911 | $3,609-74.8% | $3,048-70.1% | $4,751-80.8% |
| Participant deferral / active EE | $2,156 | $5,392-60.0% | $4,738-54.5% | $6,710-67.9% |
| Admin fee / account holder | $17,829 | $14,026+27.1% | $8,948+99.3% | $11,403+56.4% |