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 | $34,019 | $81,233-58.1% | $155,567-78.1% | $80,874-57.9% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.6%-54.3pp |
| Annual return | 8.59% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $486 | $3,101-84.3% | $4,674-89.6% | $2,756-82.4% |
| Participant deferral / active EE | $1,647 | $3,452-52.3% | $5,628-70.7% | $4,297-61.7% |
| Admin fee / account holder | $491 | $7,998-93.9% | $15,916-96.9% | $6,935-92.9% |