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 | $37,198 | $96,635-61.5% | $86,612-57.1% | $139,434-73.3% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 6.75% | 106.41%-99.7pp | 591.07%-584.3pp | 372.94%-366.2pp |
| Employer contribution / active EE | $711 | $3,263-78.2% | $3,022-76.5% | $4,751-85.0% |
| Participant deferral / active EE | $2,386 | $4,836-50.7% | $4,438-46.2% | $6,710-64.4% |
| Admin fee / account holder | $326 | $6,408-94.9% | $5,614-94.2% | $11,403-97.1% |