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 | $14,140 | $76,407-81.5% | $150,298-90.6% | $82,448-82.9% |
| Participation rate | 36.0% | 66.4%-30.4pp | 77.8%-41.8pp | 68.1%-32.1pp |
| Annual return | 10.21% | 39.99%-29.8pp | 62.79%-52.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $918 | $2,614-64.9% | $4,154-77.9% | $2,551-64.0% |
| Participant deferral / active EE | $1,207 | $3,214-62.5% | $5,453-77.9% | $4,139-70.8% |
| Admin fee / account holder | $7,036 | $6,352+10.8% | $14,116-50.2% | $7,234-2.7% |