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 | $37,278 | $106,515-65.0% | $96,683-61.4% | $139,434-73.3% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 7.87% | 38.43%-30.6pp | 35.69%-27.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,209 | $4,103-70.5% | $3,737-67.7% | $4,751-74.6% |
| Participant deferral / active EE | $2,072 | $5,454-62.0% | $4,878-57.5% | $6,710-69.1% |
| Admin fee / account holder | $2,224 | $7,877-71.8% | $6,730-66.9% | $11,403-80.5% |