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 | $25,637 | $106,515-75.9% | $96,683-73.5% | $139,434-81.6% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 7.58% | 38.43%-30.8pp | 35.69%-28.1pp | 372.94%-365.4pp |
| Employer contribution / active EE | $934 | $4,103-77.2% | $3,737-75.0% | $4,751-80.4% |
| Participant deferral / active EE | $1,717 | $5,454-68.5% | $4,878-64.8% | $6,710-74.4% |
| Admin fee / account holder | $888 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |