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 | $36,811 | $69,515-47.0% | $86,874-57.6% | $85,850-57.1% |
| Participation rate | 16.9% | 66.3%-49.5pp | 71.6%-54.8pp | 69.3%-52.5pp |
| Annual return | 11.06% | 20.12%-9.1pp | 63.52%-52.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $385 | $1,880-79.5% | $2,495-84.6% | $2,565-85.0% |
| Participant deferral / active EE | $1,562 | $2,919-46.5% | $3,699-57.8% | $3,952-60.5% |
| Admin fee / account holder | $355 | $5,972-94.1% | $5,828-93.9% | $6,260-94.3% |