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 | $73,209 | $72,071+1.6% | $68,368+7.1% | $137,256-46.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 13.02% | 353.14%-340.1pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $620 | $2,788-77.8% | $2,649-76.6% | $4,156-85.1% |
| Participant deferral / active EE | $620 | $4,410-85.9% | $4,123-85.0% | $6,407-90.3% |
| Admin fee / account holder | $4,639 | $5,336-13.1% | $5,150-9.9% | $12,270-62.2% |