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 | $37,229 | $106,749-65.1% | $145,433-74.4% | $82,448-54.8% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 12.36% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $772 | $3,444-77.6% | $4,554-83.1% | $2,551-69.7% |
| Participant deferral / active EE | $2,472 | $6,519-62.1% | $7,897-68.7% | $4,139-40.3% |
| Admin fee / account holder | $13,576 | $8,390+61.8% | $13,129+3.4% | $7,234+87.7% |