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 | $4,560 | $54,705-91.7% | $71,209-93.6% | $84,808-94.6% |
| Participation rate | 48.6% | 64.1%-15.5pp | 73.8%-25.2pp | 68.3%-19.7pp |
| Annual return | 13.18% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $659 | $2,158-69.4% | $2,721-75.8% | $2,631-74.9% |
| Participant deferral / active EE | $967 | $3,030-68.1% | $4,175-76.8% | $4,212-77.0% |
| Admin fee / account holder | $2,456 | $4,863-49.5% | $5,349-54.1% | $7,344-66.6% |