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 | $17,841 | $30,400-41.3% | $53,898-66.9% | $84,808-79.0% |
| Participation rate | 12.5% | 46.4%-33.9pp | 55.0%-42.5pp | 68.3%-55.8pp |
| Annual return | 9.01% | 500.19%-491.2pp | 528.60%-519.6pp | 40.90%-31.9pp |
| Employer contribution / active EE | $172 | $603-71.4% | $932-81.5% | $2,631-93.5% |
| Participant deferral / active EE | $381 | $1,199-68.2% | $1,826-79.1% | $4,212-91.0% |
| Admin fee / account holder | $5,665 | $1,993+184.2% | $2,491+127.5% | $7,344-22.9% |