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 | $25,434 | $74,927-66.1% | $101,794-75.0% | $84,808-70.0% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 8.93% | 18.70%-9.8pp | 30.53%-21.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $586 | $1,522-61.5% | $2,289-74.4% | $2,631-77.7% |
| Participant deferral / active EE | $1,464 | $3,099-52.7% | $4,084-64.1% | $4,212-65.2% |
| Admin fee / account holder | $1,947 | $6,514-70.1% | $8,777-77.8% | $7,344-73.5% |