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 | $55,267 | $133,922-58.7% | $116,228-52.4% | $142,382-61.2% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.6%-32.9pp | 80.1%-38.5pp |
| Annual return | 2.87% | 147.76%-144.9pp | 90.06%-87.2pp | 217.08%-214.2pp |
| Employer contribution / active EE | $678 | $3,446-80.3% | $2,994-77.4% | $4,299-84.2% |
| Participant deferral / active EE | $2,049 | $5,672-63.9% | $4,953-58.6% | $6,507-68.5% |
| Admin fee / account holder | $20,880 | $14,945+39.7% | $11,989+74.2% | $12,624+65.4% |