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 | $30,298 | $54,705-44.6% | $71,209-57.5% | $84,808-64.3% |
| Participation rate | 24.4% | 64.1%-39.7pp | 73.8%-49.4pp | 68.3%-43.9pp |
| Annual return | 13.14% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $456 | $2,158-78.9% | $2,721-83.2% | $2,631-82.7% |
| Participant deferral / active EE | $1,106 | $3,030-63.5% | $4,175-73.5% | $4,212-73.7% |
| Admin fee / account holder | $3,129 | $4,863-35.7% | $5,349-41.5% | $7,344-57.4% |