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 | $25,879 | $27,915-7.3% | $58,482-55.7% | $75,163-65.6% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 10.71% | 44.20%-33.5pp | 4239.32%-4228.6pp | 160.62%-149.9pp |
| Employer contribution / active EE | $349 | $669-47.8% | $1,053-66.8% | $2,670-86.9% |
| Participant deferral / active EE | $1,559 | $1,201+29.8% | $1,924-19.0% | $4,125-62.2% |
| Admin fee / account holder | $3,362 | $1,726+94.8% | $2,516+33.6% | $5,651-40.5% |