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 | $31,362 | $91,190-65.6% | $178,490-82.4% | $79,858-60.7% |
| Participation rate | 46.1% | 69.2%-23.1pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 4.38% | 24.19%-19.8pp | 151.07%-146.7pp | 31.71%-27.3pp |
| Employer contribution / active EE | $705 | $3,256-78.3% | $5,011-85.9% | $2,471-71.5% |
| Participant deferral / active EE | $1,205 | $3,236-62.8% | $5,202-76.8% | $3,740-67.8% |
| Admin fee / account holder | $3,287 | $6,751-51.3% | $13,984-76.5% | $5,306-38.1% |