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 | $32,940 | $65,365-49.6% | $92,893-64.5% | $72,985-54.9% |
| Participation rate | 40.5% | 68.3%-27.8pp | 76.0%-35.5pp | 69.5%-29.0pp |
| Annual return | 15.82% | 42.10%-26.3pp | 109.41%-93.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $827 | $2,594-68.1% | $3,653-77.4% | $2,440-66.1% |
| Participant deferral / active EE | $1,436 | $3,128-54.1% | $4,236-66.1% | $3,607-60.2% |
| Admin fee / account holder | $8,206 | $4,251+93.0% | $5,794+41.6% | $5,124+60.1% |