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 | $33,697 | $60,022-43.9% | $88,946-62.1% | $84,808-60.3% |
| Participation rate | 12.8% | 57.8%-45.0pp | 68.8%-56.0pp | 68.3%-55.5pp |
| Annual return | 8.42% | 22.43%-14.0pp | 57.82%-49.4pp | 40.90%-32.5pp |
| Employer contribution / active EE | $781 | $1,703-54.2% | $2,555-69.4% | $2,631-70.3% |
| Participant deferral / active EE | $1,855 | $3,114-40.4% | $4,581-59.5% | $4,212-55.9% |
| Admin fee / account holder | $156,591 | $4,811+3154.9% | $8,261+1795.6% | $7,344+2032.3% |