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 9-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 | $35,905 | $48,335-25.7% | $121,098-70.4% | $71,457-49.8% |
| Participation rate | 30.9% | 54.3%-23.3pp | 69.5%-38.6pp | 67.9%-37.0pp |
| Annual return | 13.61% | 23.32%-9.7pp | 985.75%-972.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $402 | $1,489-73.0% | $4,164-90.3% | $2,588-84.5% |
| Participant deferral / active EE | $1,253 | $2,754-54.5% | $4,080-69.3% | $4,289-70.8% |
| Admin fee / account holder | $3,371 | $1,841+83.2% | $5,644-40.3% | $1,587+112.4% |