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 7-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 | $27,442 | $29,660-7.5% | $56,411-51.4% | $80,856-66.1% |
| Participation rate | 68.2% | 41.6%+26.5pp | 52.5%+15.7pp | 67.6%+0.5pp |
| Annual return | 8.76% | 35.23%-26.5pp | 1701.33%-1692.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,338 | $1,226+90.7% | $1,952+19.8% | $4,296-45.6% |
| Admin fee / account holder | $1,493 | $2,428-38.5% | $2,829-47.2% | $6,918-78.4% |