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 | $23,745 | $53,822-55.9% | $75,696-68.6% | $85,850-72.3% |
| Participation rate | 63.2% | 69.1%-5.9pp | 74.8%-11.7pp | 69.3%-6.2pp |
| Annual return | 9.93% | 24.54%-14.6pp | 104.53%-94.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $602 | $2,017-70.2% | $2,743-78.1% | $2,565-76.5% |
| Participant deferral / active EE | $1,158 | $2,895-60.0% | $3,821-69.7% | $3,952-70.7% |
| Admin fee / account holder | $388 | $3,343-88.4% | $3,619-89.3% | $6,260-93.8% |