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 | $43,593 | $49,915-12.7% | $154,803-71.8% | $74,304-41.3% |
| Participation rate | 14.5% | 54.0%-39.4pp | 78.1%-63.5pp | 60.3%-45.8pp |
| Annual return | 8.63% | 34.06%-25.4pp | 58.88%-50.3pp | 29.43%-20.8pp |
| Employer contribution / active EE | $248 | $1,611-84.6% | $4,305-94.2% | $2,241-88.9% |
| Participant deferral / active EE | $879 | $2,255-61.0% | $5,540-84.1% | $3,767-76.7% |
| Admin fee / account holder | $1,686 | $2,189-23.0% | $14,329-88.2% | $2,969-43.2% |