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 7-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 | $6,746 | $27,915-75.8% | $58,482-88.5% | $75,163-91.0% |
| Participation rate | 14.3% | 38.8%-24.5pp | 50.9%-36.6pp | 67.2%-52.9pp |
| Annual return | 5.78% | 44.20%-38.4pp | 4239.32%-4233.5pp | 160.62%-154.8pp |
| Employer contribution / active EE | $258 | $669-61.5% | $1,053-75.5% | $2,670-90.3% |
| Participant deferral / active EE | $461 | $1,201-61.6% | $1,924-76.0% | $4,125-88.8% |
| Admin fee / account holder | $962 | $1,726-44.3% | $2,516-61.8% | $5,651-83.0% |