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 | $34,106 | $39,019-12.6% | $80,716-57.7% | $85,850-60.3% |
| Participation rate | 27.3% | 41.5%-14.3pp | 54.2%-26.9pp | 69.3%-42.0pp |
| Annual return | 11.05% | 26.27%-15.2pp | 87.28%-76.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $369 | $722-48.9% | $1,160-68.2% | $2,565-85.6% |
| Participant deferral / active EE | $578 | $1,326-56.4% | $2,146-73.1% | $3,952-85.4% |
| Admin fee / account holder | $565 | $2,431-76.8% | $3,380-83.3% | $6,260-91.0% |