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 | $23,794 | $58,627-59.4% | $76,735-69.0% | $82,448-71.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 12.95% | 39.10%-26.1pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $770 | $1,729-55.5% | $2,454-68.6% | $2,551-69.8% |
| Participant deferral / active EE | $2,569 | $3,134-18.0% | $4,088-37.2% | $4,139-37.9% |
| Admin fee / account holder | $740 | $5,323-86.1% | $7,189-89.7% | $7,234-89.8% |