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 | $17,887 | $74,888-76.1% | $71,209-74.9% | $142,382-87.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 12.51% | 345.14%-332.6pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $674 | $2,854-76.4% | $2,721-75.2% | $4,299-84.3% |
| Participant deferral / active EE | $4,565 | $4,454+2.5% | $4,175+9.3% | $6,507-29.8% |
| Admin fee / account holder | $35,843 | $5,568+543.7% | $5,349+570.1% | $12,624+183.9% |