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 6-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 | $59,859 | $158,398-62.2% | $126,539-52.7% | $142,382-58.0% |
| Participation rate | 20.0% | 75.8%-55.8pp | 69.8%-49.8pp | 80.1%-60.1pp |
| Annual return | 9.24% | 593.76%-584.5pp | 425.95%-416.7pp | 217.08%-207.8pp |
| Employer contribution / active EE | $600 | $4,650-87.1% | $3,674-83.7% | $4,299-86.0% |
| Participant deferral / active EE | $1,040 | $4,767-78.2% | $4,083-74.5% | $6,507-84.0% |
| Admin fee / account holder | $890 | $6,918-87.1% | $6,065-85.3% | $12,624-93.0% |