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 4-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 | $18,846 | $29,660-36.5% | $56,411-66.6% | $80,856-76.7% |
| Participation rate | 20.6% | 41.6%-21.0pp | 52.5%-31.8pp | 67.6%-47.0pp |
| Annual return | 9.21% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $487 | $669-27.2% | $1,039-53.1% | $2,755-82.3% |
| Participant deferral / active EE | $1,283 | $1,226+4.7% | $1,952-34.3% | $4,296-70.1% |
| Admin fee / account holder | $784 | $2,428-67.7% | $2,829-72.3% | $6,918-88.7% |