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 | $12,555 | $77,899-83.9% | $149,673-91.6% | $75,163-83.3% |
| Participation rate | 54.2% | 65.6%-11.4pp | 78.8%-24.6pp | 67.2%-13.0pp |
| Annual return | 11.03% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $776 | $3,137-75.3% | $4,818-83.9% | $2,670-70.9% |
| Participant deferral / active EE | $1,404 | $3,411-58.8% | $5,680-75.3% | $4,125-66.0% |
| Admin fee / account holder | $687 | $5,956-88.5% | $13,210-94.8% | $5,651-87.8% |