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 | $95,572 | $211,958-54.9% | $169,463-43.6% | $135,375-29.4% |
| Participation rate | 35.7% | 82.6%-46.9pp | 77.8%-42.1pp | 82.6%-46.9pp |
| Annual return | -9.34% | 3.26%-12.6pp | 1.83%-11.2pp | 519.73%-529.1pp |
| Employer contribution / active EE | $875 | $5,120-82.9% | $4,159-79.0% | $4,779-81.7% |
| Participant deferral / active EE | $1,750 | $6,075-71.2% | $5,277-66.8% | $5,609-68.8% |
| Admin fee / account holder | $2,696 | $11,471-76.5% | $9,109-70.4% | $10,827-75.1% |