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 9-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 | $24,863 | $27,915-10.9% | $58,482-57.5% | $75,163-66.9% |
| Participation rate | 53.8% | 38.8%+14.9pp | 50.9%+2.9pp | 67.2%-13.4pp |
| Annual return | 14.05% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $91 | $669-86.5% | $1,053-91.4% | $2,670-96.6% |
| Participant deferral / active EE | $797 | $1,201-33.6% | $1,924-58.6% | $4,125-80.7% |
| Admin fee / account holder | $466 | $1,726-73.0% | $2,516-81.5% | $5,651-91.7% |