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 | $54,705-60.6% | $71,209-69.7% | $84,808-74.6% |
| Participation rate | 39.4% | 64.1%-24.7pp | 73.8%-34.4pp | 68.3%-28.9pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $840 | $2,158-61.1% | $2,721-69.1% | $2,631-68.1% |
| Participant deferral / active EE | $1,236 | $3,030-59.2% | $4,175-70.4% | $4,212-70.7% |
| Admin fee / account holder | $1,370 | $4,863-71.8% | $5,349-74.4% | $7,344-81.3% |