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 6-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 | $19,958 | $74,888-73.4% | $71,209-72.0% | $142,382-86.0% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 9.76% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $948 | $2,854-66.8% | $2,721-65.2% | $4,299-78.0% |
| Participant deferral / active EE | $1,359 | $4,454-69.5% | $4,175-67.5% | $6,507-79.1% |
| Admin fee / account holder | $18,008 | $5,568+223.4% | $5,349+236.7% | $12,624+42.7% |