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 8-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 | $25,160 | $27,839-9.6% | $58,482-57.0% | $71,457-64.8% |
| Participation rate | 31.0% | 34.5%-3.5pp | 50.9%-19.8pp | 67.9%-36.9pp |
| Annual return | 13.27% | 26.81%-13.5pp | 4239.32%-4226.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $621 | $631-1.5% | $1,053-41.0% | $2,588-76.0% |
| Participant deferral / active EE | $909 | $1,206-24.6% | $1,924-52.7% | $4,289-78.8% |
| Admin fee / account holder | $1,292 | $1,641-21.3% | $2,516-48.6% | $1,587-18.6% |