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 6-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 | $7,635 | $96,635-92.1% | $86,612-91.2% | $139,434-94.5% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 9.89% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.1pp |
| Employer contribution / active EE | $650 | $3,263-80.1% | $3,022-78.5% | $4,751-86.3% |
| Participant deferral / active EE | $1,331 | $4,836-72.5% | $4,438-70.0% | $6,710-80.2% |
| Admin fee / account holder | $813 | $6,408-87.3% | $5,614-85.5% | $11,403-92.9% |