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 8-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 | $37,578 | $49,915-24.7% | $154,803-75.7% | $74,304-49.4% |
| Participation rate | 24.6% | 54.0%-29.4pp | 78.1%-53.5pp | 60.3%-35.8pp |
| Annual return | 11.29% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $509 | $1,611-68.4% | $4,305-88.2% | $2,241-77.3% |
| Participant deferral / active EE | $863 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $10,034 | $2,189+358.4% | $14,329-30.0% | $2,969+238.0% |