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 8-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 | $16,690 | $30,400-45.1% | $53,898-69.0% | $84,808-80.3% |
| Participation rate | 27.6% | 46.4%-18.9pp | 55.0%-27.4pp | 68.3%-40.7pp |
| Annual return | 14.11% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $249 | $603-58.7% | $932-73.3% | $2,631-90.5% |
| Participant deferral / active EE | $408 | $1,199-65.9% | $1,826-77.7% | $4,212-90.3% |
| Admin fee / account holder | $1,837 | $1,993-7.9% | $2,491-26.3% | $7,344-75.0% |