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 | $16,923 | $30,400-44.3% | $53,898-68.6% | $84,808-80.0% |
| Participation rate | 68.2% | 46.4%+21.7pp | 55.0%+13.2pp | 68.3%-0.1pp |
| Annual return | 13.53% | 500.19%-486.7pp | 528.60%-515.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,370 | $603+127.3% | $932+47.0% | $2,631-47.9% |
| Participant deferral / active EE | $321 | $1,199-73.2% | $1,826-82.4% | $4,212-92.4% |
| Admin fee / account holder | $511 | $1,993-74.4% | $2,491-79.5% | $7,344-93.0% |