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 5-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 | $4,624 | $29,660-84.4% | $56,411-91.8% | $80,856-94.3% |
| Participation rate | 43.8% | 41.6%+2.1pp | 52.5%-8.7pp | 67.6%-23.9pp |
| Annual return | 9.49% | 35.23%-25.7pp | 1701.33%-1691.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $514 | $669-23.2% | $1,039-50.5% | $2,755-81.3% |
| Participant deferral / active EE | $588 | $1,226-52.0% | $1,952-69.9% | $4,296-86.3% |
| Admin fee / account holder | $543 | $2,428-77.6% | $2,829-80.8% | $6,918-92.2% |