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 | $28,918 | $106,515-72.9% | $96,683-70.1% | $139,434-79.3% |
| Participation rate | 21.7% | 77.8%-56.1pp | 74.3%-52.6pp | 80.3%-58.6pp |
| Annual return | 7.29% | 38.43%-31.1pp | 35.69%-28.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $898 | $4,103-78.1% | $3,737-76.0% | $4,751-81.1% |
| Participant deferral / active EE | $1,894 | $5,454-65.3% | $4,878-61.2% | $6,710-71.8% |
| Admin fee / account holder | $824 | $7,877-89.5% | $6,730-87.8% | $11,403-92.8% |