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 | $34,205 | $104,974-67.4% | $95,585-64.2% | $142,382-76.0% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.1%-43.5pp | 80.1%-51.5pp |
| Annual return | 10.18% | 210.33%-200.1pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $486 | $2,779-82.5% | $2,527-80.8% | $4,299-88.7% |
| Participant deferral / active EE | $930 | $4,352-78.6% | $4,023-76.9% | $6,507-85.7% |
| Admin fee / account holder | $22,438 | $6,386+251.4% | $6,127+266.2% | $12,624+77.7% |