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 | $24,560 | $57,541-57.3% | $95,745-74.3% | $75,163-67.3% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 11.61% | 34.93%-23.3pp | 28.35%-16.7pp | 160.62%-149.0pp |
| Employer contribution / active EE | $914 | $1,808-49.4% | $2,835-67.8% | $2,670-65.8% |
| Participant deferral / active EE | $2,687 | $3,074-12.6% | $4,245-36.7% | $4,125-34.9% |
| Admin fee / account holder | $687 | $4,099-83.2% | $5,678-87.9% | $5,651-87.8% |