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 | $10,414 | $29,660-64.9% | $56,411-81.5% | $80,856-87.1% |
| Participation rate | 27.3% | 41.6%-14.4pp | 52.5%-25.2pp | 67.6%-40.4pp |
| Annual return | -0.55% | 35.23%-35.8pp | 1701.33%-1701.9pp | 35.59%-36.1pp |
| Employer contribution / active EE | $254 | $669-62.0% | $1,039-75.5% | $2,755-90.8% |
| Participant deferral / active EE | $290 | $1,226-76.3% | $1,952-85.1% | $4,296-93.2% |
| Admin fee / account holder | $556 | $2,428-77.1% | $2,829-80.3% | $6,918-92.0% |