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 7-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 | $21,554 | $51,638-58.3% | $68,368-68.5% | $82,448-73.9% |
| Participation rate | 39.4% | 63.6%-24.2pp | 73.8%-34.4pp | 68.1%-28.7pp |
| Annual return | 13.02% | 37.53%-24.5pp | 292.57%-279.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $840 | $2,047-59.0% | $2,649-68.3% | $2,551-67.1% |
| Participant deferral / active EE | $1,236 | $2,914-57.6% | $4,123-70.0% | $4,139-70.1% |
| Admin fee / account holder | $1,370 | $4,643-70.5% | $5,150-73.4% | $7,234-81.1% |