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 | $33,221 | $111,754-70.3% | $103,333-67.9% | $145,922-77.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | -3.05% | 24.77%-27.8pp | 24.88%-27.9pp | 561.29%-564.3pp |
| Employer contribution / active EE | $943 | $4,212-77.6% | $3,868-75.6% | $4,660-79.8% |
| Participant deferral / active EE | $1,727 | $5,619-69.3% | $5,057-65.9% | $6,688-74.2% |
| Admin fee / account holder | $10,126 | $9,750+3.9% | $8,355+21.2% | $13,397-24.4% |