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 9-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 | $41,138 | $115,882-64.5% | $100,516-59.1% | $158,922-74.1% |
| Participation rate | 11.1% | 81.6%-70.5pp | 79.4%-68.3pp | 82.0%-70.8pp |
| Annual return | 5.41% | 34.79%-29.4pp | 30.89%-25.5pp | 302.83%-297.4pp |
| Employer contribution / active EE | $931 | $4,103-77.3% | $3,418-72.8% | $4,761-80.4% |
| Participant deferral / active EE | $3,355 | $6,674-49.7% | $6,270-46.5% | $5,982-43.9% |
| Admin fee / account holder | $325 | $10,995-97.0% | $8,081-96.0% | $11,246-97.1% |