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 | $19,407 | $24,733-21.5% | $69,647-72.1% | $74,495-73.9% |
| Participation rate | 21.9% | 63.5%-41.6pp | 66.5%-44.5pp | 67.2%-45.3pp |
| Annual return | 8.82% | 18.55%-9.7pp | 100.48%-91.7pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $526 | $1,001-47.4% | $1,712-69.3% | $2,623-79.9% |
| Participant deferral / active EE | $1,309 | $1,901-31.1% | $2,886-54.6% | $4,346-69.9% |
| Admin fee / account holder | $2,165 | $1,892+14.5% | $4,713-54.1% | $1,942+11.5% |