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 | $24,811-21.8% | $69,701-72.2% | $74,546-74.0% |
| Participation rate | 21.9% | 63.5%-41.6pp | 66.4%-44.5pp | 67.2%-45.3pp |
| Annual return | 8.82% | 18.53%-9.7pp | 100.32%-91.5pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $526 | $1,003-47.5% | $1,713-69.3% | $2,624-80.0% |
| Participant deferral / active EE | $1,309 | $1,904-31.3% | $2,887-54.7% | $4,347-69.9% |
| Admin fee / account holder | $2,165 | $1,898+14.1% | $4,717-54.1% | $1,944+11.4% |