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 7-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 | $37,042 | $52,406-29.3% | $129,207-71.3% | $74,495-50.3% |
| Participation rate | 33.8% | 53.8%-20.0pp | 69.6%-35.8pp | 67.2%-33.4pp |
| Annual return | 11.50% | 15.66%-4.2pp | 9417.33%-9405.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $823 | $1,531-46.2% | $4,153-80.2% | $2,623-68.6% |
| Participant deferral / active EE | $1,856 | $2,794-33.6% | $4,168-55.5% | $4,346-57.3% |
| Admin fee / account holder | $20,924 | $2,633+694.7% | $7,715+171.2% | $1,942+977.6% |