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 | $36,641 | $77,899-53.0% | $149,673-75.5% | $75,163-51.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 11.94% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $739 | $3,137-76.4% | $4,818-84.7% | $2,670-72.3% |
| Participant deferral / active EE | $2,474 | $3,411-27.5% | $5,680-56.4% | $4,125-40.0% |
| Admin fee / account holder | $466 | $5,956-92.2% | $13,210-96.5% | $5,651-91.7% |