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 9-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 | $55,742 | $48,076+15.9% | $78,689-29.2% | $62,891-11.4% |
| Participation rate | 20.5% | 65.2%-44.8pp | 73.6%-53.1pp | 69.3%-48.9pp |
| Annual return | -1.85% | 31.35%-33.2pp | 62.18%-64.0pp | 20.14%-22.0pp |
| Employer contribution / active EE | $277 | $2,015-86.2% | $2,851-90.3% | $2,281-87.9% |
| Participant deferral / active EE | $1,033 | $2,588-60.1% | $3,517-70.6% | $3,203-67.8% |
| Admin fee / account holder | $1,908 | $3,207-40.5% | $4,510-57.7% | $4,296-55.6% |