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 3-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 | $19,855 | $29,660-33.1% | $56,411-64.8% | $80,856-75.4% |
| Participation rate | 15.6% | 41.6%-26.0pp | 52.5%-36.8pp | 67.6%-52.0pp |
| Annual return | 2.43% | 35.23%-32.8pp | 1701.33%-1698.9pp | 35.59%-33.2pp |
| Employer contribution / active EE | $570 | $669-14.9% | $1,039-45.2% | $2,755-79.3% |
| Participant deferral / active EE | $864 | $1,226-29.5% | $1,952-55.7% | $4,296-79.9% |
| Admin fee / account holder | $2,170 | $2,428-10.6% | $2,829-23.3% | $6,918-68.6% |