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 | $76,407-71.4% | $150,298-85.5% | $82,448-73.5% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 10.74% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $610 | $2,614-76.7% | $4,154-85.3% | $2,551-76.1% |
| Participant deferral / active EE | $1,482 | $3,214-53.9% | $5,453-72.8% | $4,139-64.2% |
| Admin fee / account holder | $5,590 | $6,352-12.0% | $14,116-60.4% | $7,234-22.7% |