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 | $21,627 | $102,966-79.0% | $90,281-76.0% | $152,861-85.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 3.69% | 95.16%-91.5pp | 78.10%-74.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $674 | $3,139-78.5% | $2,854-76.4% | $4,762-85.9% |
| Participant deferral / active EE | $1,416 | $4,281-66.9% | $3,885-63.6% | $5,850-75.8% |
| Admin fee / account holder | $455 | $6,171-92.6% | $5,351-91.5% | $11,596-96.1% |