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 | $37,142 | $118,450-68.6% | $98,439-62.3% | $139,434-73.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 6.92% | 18.94%-12.0pp | 21.16%-14.2pp | 372.94%-366.0pp |
| Employer contribution / active EE | $958 | $3,609-73.4% | $3,048-68.6% | $4,751-79.8% |
| Participant deferral / active EE | $1,915 | $5,392-64.5% | $4,738-59.6% | $6,710-71.5% |
| Admin fee / account holder | $25,653 | $14,026+82.9% | $8,948+186.7% | $11,403+125.0% |