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 6-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 | $26,180 | $29,667-11.8% | $56,441-53.6% | $80,874-67.6% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.6%-41.8pp |
| Annual return | 9.98% | 35.22%-25.2pp | 1704.21%-1694.2pp | 35.62%-25.6pp |
| Employer contribution / active EE | $312 | $669-53.5% | $1,039-70.0% | $2,756-88.7% |
| Participant deferral / active EE | $1,512 | $1,227+23.2% | $1,953-22.6% | $4,297-64.8% |
| Admin fee / account holder | $3,622 | $2,429+49.1% | $2,829+28.0% | $6,935-47.8% |