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 9-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 | $44,670 | $104,664-57.3% | $85,682-47.9% | $167,490-73.3% |
| Participation rate | 44.4% | 76.4%-31.9pp | 69.9%-25.4pp | 82.1%-37.7pp |
| Annual return | 8.41% | 21.45%-13.0pp | 21.49%-13.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $902 | $3,337-73.0% | $2,618-65.6% | $4,837-81.4% |
| Participant deferral / active EE | $1,850 | $4,824-61.7% | $3,923-52.8% | $6,341-70.8% |
| Admin fee / account holder | $13,825 | $10,032+37.8% | $6,873+101.1% | $12,309+12.3% |