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 | $36,598 | $74,888-51.1% | $71,209-48.6% | $142,382-74.3% |
| Participation rate | 45.8% | 76.2%-30.4pp | 73.8%-27.9pp | 80.1%-34.3pp |
| Annual return | 12.36% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $632 | $2,854-77.9% | $2,721-76.8% | $4,299-85.3% |
| Participant deferral / active EE | $1,076 | $4,454-75.9% | $4,175-74.2% | $6,507-83.5% |
| Admin fee / account holder | $8,275 | $5,568+48.6% | $5,349+54.7% | $12,624-34.4% |