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 | $62,602 | $74,888-16.4% | $71,209-12.1% | $142,382-56.0% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 2.30% | 345.14%-342.8pp | 282.51%-280.2pp | 217.08%-214.8pp |
| Employer contribution / active EE | $656 | $2,854-77.0% | $2,721-75.9% | $4,299-84.7% |
| Participant deferral / active EE | $936 | $4,454-79.0% | $4,175-77.6% | $6,507-85.6% |
| Admin fee / account holder | $1,978 | $5,568-64.5% | $5,349-63.0% | $12,624-84.3% |