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 | $14,320 | $58,879-75.7% | $178,490-92.0% | $73,488-80.5% |
| Participation rate | 65.7% | 66.2%-0.5pp | 81.9%-16.2pp | 70.7%-5.0pp |
| Annual return | 6.45% | 24.86%-18.4pp | 151.07%-144.6pp | 28.51%-22.1pp |
| Employer contribution / active EE | $827 | $2,236-63.0% | $5,011-83.5% | $2,270-63.6% |
| Participant deferral / active EE | $1,237 | $2,567-51.8% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $2,171 | $400+442.4% | $13,984-84.5% | $513+323.2% |