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 | $27,636 | $70,669-60.9% | $169,368-83.7% | $75,163-63.2% |
| Participation rate | 30.0% | 64.8%-34.8pp | 77.1%-47.1pp | 67.2%-37.2pp |
| Annual return | 13.62% | 36.36%-22.7pp | 405.60%-392.0pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,023 | $2,211-53.7% | $4,013-74.5% | $2,670-61.7% |
| Participant deferral / active EE | $1,443 | $4,311-66.5% | $6,221-76.8% | $4,125-65.0% |
| Admin fee / account holder | $7,098 | $5,402+31.4% | $9,003-21.2% | $5,651+25.6% |