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 7-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 | $38,095 | $44,960-15.3% | $84,966-55.2% | $74,495-48.9% |
| Participation rate | 10.7% | 49.4%-38.6pp | 67.5%-56.8pp | 67.2%-56.5pp |
| Annual return | 10.84% | 26.24%-15.4pp | 66.38%-55.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $271 | $1,457-81.4% | $2,727-90.1% | $2,623-89.7% |
| Participant deferral / active EE | $687 | $2,731-74.8% | $4,519-84.8% | $4,346-84.2% |
| Admin fee / account holder | $1,868 | $2,209-15.4% | $6,149-69.6% | $1,942-3.8% |