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 | $14,782 | $45,343-67.4% | $150,298-90.2% | $67,986-78.3% |
| Participation rate | 13.7% | 51.9%-38.1pp | 77.8%-64.0pp | 57.2%-43.5pp |
| Annual return | 4.09% | 33.28%-29.2pp | 62.79%-58.7pp | 31.67%-27.6pp |
| Employer contribution / active EE | $268 | $1,462-81.7% | $4,154-93.6% | $2,019-86.7% |
| Participant deferral / active EE | $612 | $2,055-70.2% | $5,453-88.8% | $3,358-81.8% |
| Admin fee / account holder | $6,012 | $2,250+167.2% | $14,116-57.4% | $3,203+87.7% |