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 | $28,195 | $49,922-43.5% | $80,569-65.0% | $75,163-62.5% |
| Participation rate | 13.0% | 55.3%-42.3pp | 67.0%-54.0pp | 67.2%-54.1pp |
| Annual return | 12.00% | 34.69%-22.7pp | 935.43%-923.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $335 | $1,698-80.3% | $2,723-87.7% | $2,670-87.5% |
| Participant deferral / active EE | $1,007 | $2,990-66.3% | $4,447-77.3% | $4,125-75.6% |
| Admin fee / account holder | $16,335 | $3,577+356.7% | $5,377+203.8% | $5,651+189.1% |