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 | $12,994 | $51,175-74.6% | $70,515-81.6% | $75,163-82.7% |
| Participation rate | 44.6% | 60.9%-16.3pp | 68.3%-23.7pp | 67.2%-22.5pp |
| Annual return | 12.27% | 30.02%-17.8pp | 32.77%-20.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $739 | $1,826-59.5% | $2,973-75.2% | $2,670-72.3% |
| Participant deferral / active EE | $1,809 | $2,849-36.5% | $4,567-60.4% | $4,125-56.2% |
| Admin fee / account holder | $3,309 | $4,091-19.1% | $6,412-48.4% | $5,651-41.4% |