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 | $56,508 | $81,460-30.6% | $103,333-45.3% | $80,856-30.1% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 9.46% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,167 | $3,105-62.4% | $3,868-69.8% | $2,755-57.6% |
| Participant deferral / active EE | $2,346 | $3,869-39.3% | $5,057-53.6% | $4,296-45.4% |
| Admin fee / account holder | $438 | $6,566-93.3% | $8,355-94.8% | $6,918-93.7% |