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 | $23,751 | $116,167-79.6% | $64,489-63.2% | $137,256-82.7% |
| Participation rate | 33.3% | 68.2%-34.9pp | 67.7%-34.4pp | 80.0%-46.6pp |
| Annual return | 3.88% | 36.55%-32.7pp | 55.03%-51.1pp | 220.34%-216.5pp |
| Employer contribution / active EE | $18 | $2,483-99.3% | $1,523-98.8% | $4,156-99.6% |
| Participant deferral / active EE | $1,379 | $4,215-67.3% | $2,778-50.4% | $6,407-78.5% |
| Admin fee / account holder | $509 | $6,188-91.8% | $4,260-88.1% | $12,270-95.9% |