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 | $23,379 | $54,705-57.3% | $71,209-67.2% | $84,808-72.4% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.4pp | 68.3%-26.0pp |
| Annual return | 11.90% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $662 | $2,158-69.3% | $2,721-75.7% | $2,631-74.8% |
| Participant deferral / active EE | $1,160 | $3,030-61.7% | $4,175-72.2% | $4,212-72.4% |
| Admin fee / account holder | $1,302 | $4,863-73.2% | $5,349-75.7% | $7,344-82.3% |