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 | $10,557 | $29,660-64.4% | $56,411-81.3% | $80,856-86.9% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 8.09% | 35.23%-27.1pp | 1701.33%-1693.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $334 | $669-50.1% | $1,039-67.9% | $2,755-87.9% |
| Participant deferral / active EE | $616 | $1,226-49.8% | $1,952-68.5% | $4,296-85.7% |
| Admin fee / account holder | $439 | $2,428-81.9% | $2,829-84.5% | $6,918-93.7% |