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 | $34,434 | $106,515-67.7% | $96,683-64.4% | $139,434-75.3% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 8.82% | 38.43%-29.6pp | 35.69%-26.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,503 | $4,103-63.4% | $3,737-59.8% | $4,751-68.4% |
| Participant deferral / active EE | $2,053 | $5,454-62.4% | $4,878-57.9% | $6,710-69.4% |
| Admin fee / account holder | $6,945 | $7,877-11.8% | $6,730+3.2% | $11,403-39.1% |