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 8-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 | $27,091 | $29,660-8.7% | $56,411-52.0% | $80,856-66.5% |
| Participation rate | 27.1% | 41.6%-14.6pp | 52.5%-25.4pp | 67.6%-40.6pp |
| Annual return | 5.56% | 35.23%-29.7pp | 1701.33%-1695.8pp | 35.59%-30.0pp |
| Employer contribution / active EE | $441 | $669-34.1% | $1,039-57.5% | $2,755-84.0% |
| Participant deferral / active EE | $1,350 | $1,226+10.1% | $1,952-30.8% | $4,296-68.6% |
| Admin fee / account holder | $2,316 | $2,428-4.6% | $2,829-18.1% | $6,918-66.5% |