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 | $43,317 | $74,888-42.2% | $71,209-39.2% | $142,382-69.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 1.01% | 345.14%-344.1pp | 282.51%-281.5pp | 217.08%-216.1pp |
| Employer contribution / active EE | $930 | $2,854-67.4% | $2,721-65.8% | $4,299-78.4% |
| Participant deferral / active EE | $1,074 | $4,454-75.9% | $4,175-74.3% | $6,507-83.5% |
| Admin fee / account holder | $395 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |