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 5-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 | $21,902 | $29,660-26.2% | $56,411-61.2% | $80,856-72.9% |
| Participation rate | 21.6% | 41.6%-20.0pp | 52.5%-30.8pp | 67.6%-46.0pp |
| Annual return | 9.42% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $235 | $669-64.8% | $1,039-77.3% | $2,755-91.5% |
| Participant deferral / active EE | $556 | $1,226-54.7% | $1,952-71.5% | $4,296-87.1% |
| Admin fee / account holder | $1,349 | $2,428-44.4% | $2,829-52.3% | $6,918-80.5% |