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 | $26,945 | $65,395-58.8% | $182,532-85.2% | $72,985-63.1% |
| Participation rate | 62.1% | 65.4%-3.4pp | 78.0%-15.9pp | 69.5%-7.4pp |
| Annual return | 14.27% | 27.68%-13.4pp | 148.54%-134.3pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,229 | $1,911-35.7% | $4,076-69.8% | $2,440-49.6% |
| Participant deferral / active EE | $3,022 | $3,563-15.2% | $5,524-45.3% | $3,607-16.2% |
| Admin fee / account holder | $1,157 | $4,245-72.7% | $8,592-86.5% | $5,124-77.4% |