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 | $21,844 | $80,717-72.9% | $154,803-85.9% | $84,808-74.2% |
| Participation rate | 60.6% | 66.8%-6.2pp | 78.1%-17.5pp | 68.3%-7.7pp |
| Annual return | 10.74% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $610 | $2,761-77.9% | $4,305-85.8% | $2,631-76.8% |
| Participant deferral / active EE | $1,482 | $3,303-55.1% | $5,540-73.3% | $4,212-64.8% |
| Admin fee / account holder | $5,590 | $6,746-17.1% | $14,329-61.0% | $7,344-23.9% |