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 | $32,576 | $98,463-66.9% | $119,258-72.7% | $85,850-62.1% |
| Participation rate | 43.9% | 77.6%-33.7pp | 82.7%-38.9pp | 69.3%-25.5pp |
| Annual return | 8.47% | 38.53%-30.1pp | 30.69%-22.2pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,737 | $3,698-53.0% | $4,384-60.4% | $2,565-32.3% |
| Participant deferral / active EE | $2,882 | $4,942-41.7% | $6,111-52.8% | $3,952-27.1% |
| Admin fee / account holder | $4,065 | $7,493-45.7% | $7,226-43.7% | $6,260-35.1% |