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 | $45,830 | $74,888-38.8% | $71,209-35.6% | $142,382-67.8% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 11.40% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $961 | $2,854-66.3% | $2,721-64.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,830 | $4,454-58.9% | $4,175-56.2% | $6,507-71.9% |
| Admin fee / account holder | $9,753 | $5,568+75.1% | $5,349+82.3% | $12,624-22.7% |