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 | $73,787-65.5% | $98,716-74.2% | $82,448-69.2% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 8.93% | 18.57%-9.6pp | 31.81%-22.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $586 | $1,511-61.2% | $2,279-74.3% | $2,551-77.0% |
| Participant deferral / active EE | $1,464 | $3,081-52.5% | $4,048-63.8% | $4,139-64.6% |
| Admin fee / account holder | $1,947 | $6,500-70.1% | $8,703-77.6% | $7,234-73.1% |