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 | $22,426 | $46,553-51.8% | $64,056-65.0% | $75,163-70.2% |
| Participation rate | 17.6% | 65.9%-48.3pp | 72.3%-54.7pp | 67.2%-49.5pp |
| Annual return | 8.85% | 26.03%-17.2pp | 33.69%-24.8pp | 160.62%-151.8pp |
| Employer contribution / active EE | $388 | $1,974-80.4% | $2,747-85.9% | $2,670-85.5% |
| Participant deferral / active EE | $914 | $2,837-67.8% | $3,880-76.4% | $4,125-77.8% |
| Admin fee / account holder | $858 | $2,952-71.0% | $3,068-72.1% | $5,651-84.8% |