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 | $20,300 | $77,899-73.9% | $149,673-86.4% | $75,163-73.0% |
| Participation rate | 46.3% | 65.6%-19.2pp | 78.8%-32.4pp | 67.2%-20.9pp |
| Annual return | 13.19% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $906 | $3,137-71.1% | $4,818-81.2% | $2,670-66.1% |
| Participant deferral / active EE | $1,056 | $3,411-69.0% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $1,879 | $5,956-68.4% | $13,210-85.8% | $5,651-66.7% |