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 | $19,825 | $58,927-66.4% | $76,817-74.2% | $72,985-72.8% |
| Participation rate | 37.9% | 67.3%-29.4pp | 72.1%-34.2pp | 69.5%-31.6pp |
| Annual return | 15.15% | 2305.64%-2290.5pp | 1166.11%-1151.0pp | 81.00%-65.8pp |
| Employer contribution / active EE | $777 | $1,787-56.5% | $2,302-66.2% | $2,440-68.1% |
| Participant deferral / active EE | $2,051 | $2,690-23.8% | $3,336-38.5% | $3,607-43.1% |
| Admin fee / account holder | $1,401 | $4,013-65.1% | $6,420-78.2% | $5,124-72.7% |