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 | $24,908 | $111,814-77.7% | $103,374-75.9% | $145,959-82.9% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 5.83% | 24.77%-18.9pp | 24.89%-19.1pp | 561.95%-556.1pp |
| Employer contribution / active EE | $931 | $4,214-77.9% | $3,869-75.9% | $4,661-80.0% |
| Participant deferral / active EE | $2,263 | $5,618-59.7% | $5,058-55.3% | $6,689-66.2% |
| Admin fee / account holder | $3,249 | $9,754-66.7% | $8,394-61.3% | $13,398-75.8% |